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Shepherd Financial Partners’s Clorox CLX Stock Holding History

Shepherd Financial Partners’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
2021
Q3 		– Sell
-3,643
Closed -$655K – 150
2021
Q2 		$655K Buy
3,643
+85
+2% +$15.5K 0.12% 101
2021
Q1 		$686K Buy
3,558
+485
+16% +$93.4K 0.15% 102
2020
Q4 		$623K Buy
3,073
+257
+9% +$53.2K 0.14% 100
2020
Q3 		$592K Sell
2,816
-2
-0.1% -$445 0.14% 91
2020
Q2 		$618K Sell
2,818
-686
-20% -$137K 0.17% 80
2020
Q1 		$607K Buy
+3,504
New +$579K 0.21% 77

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Shepherd Financial Partners's CLX Position: Q3 2021 in Review

Shepherd Financial Partners sold out of Clorox (CLX) in Q3 2021, closing a stake of 3,643 shares — an estimated $655K sold.

Shepherd Financial Partners first reported a position in CLX in Q1 2020 and held it in 6 quarters. The position peaked at $686K in Q1 2021. 1,136 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Shepherd Financial Partners reported no remaining Clorox position as of Q3 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 3,643 Clorox shares in Q3 2021, an estimated $655K.
  • Shepherd Financial Partners first reported a position in Clorox in Q1 2020 and held it in 6 quarters.
  • Shepherd Financial Partners's Clorox position peaked at $686K in Q1 2021.
  • 1,136 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Shepherd Financial Partners's 13F filing for Q3 2021, filed 15 Nov 2021.