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Schubert & Co’s Clorox CLX Stock Holding History

Schubert & Co’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$6.33K – 333
2023
Q1 		$6.33K Sell
40
-4
-9% -$600 0.01% 361
2022
Q4 		$6.17K Sell
44
-6
-12% -$852 0.01% 356
2022
Q3 		$6K Buy
50
+29
+138% +$4.18K 0.01% 321
2022
Q2 		$3K Buy
21
+9
+75% +$1.29K ﹤0.01% 549
2022
Q1 		$2K Buy
12
+1
+9% +$153 ﹤0.01% 367
2021
Q4 		$2K Buy
+11
New +$1.83K ﹤0.01% 331

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schubert & Co's CLX Position: Q2 2023 in Review

Schubert & Co sold out of Clorox (CLX) in Q2 2023, closing a stake of 40 shares — an estimated $6.33K sold.

Schubert & Co first reported a position in CLX in Q4 2021 and held it in 6 quarters. The position peaked at $6.33K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold CLX as of Q2 2023.

  • Schubert & Co reported no remaining Clorox position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 40 Clorox shares in Q2 2023, an estimated $6.33K.
  • Schubert & Co first reported a position in Clorox in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Clorox position peaked at $6.33K in Q1 2023.
  • 1,143 funds tracked by Wall St. Rank held Clorox as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.