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Simplicity Solutions’s Clorox CLX Stock Holding History

Simplicity Solutions’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
Q4 		$614K Sell
4,307
-185
-4% -$24.7K 0.02% 599
2023
Q3 		$589K Sell
4,492
-46
-1% -$6.99K 0.02% 555
2023
Q2 		$722K Sell
4,538
-1,313
-22% -$212K 0.02% 557
2023
Q1 		$926K Buy
5,851
+548
+10% +$82.2K 0.02% 507
2022
Q4 		$744K Sell
5,303
-571
-10% -$81K 0.1% 251
2022
Q3 		$754K Buy
5,874
+3,470
+144% +$501K 0.11% 237
2022
Q2 		$339K Buy
2,404
+464
+24% +$66.3K 0.04% 398
2022
Q1 		$270K Sell
1,940
-1,744
-47% -$267K 0.03% 493
2021
Q4 		$642K Buy
3,684
+2,217
+151% +$370K 0.07% 326
2021
Q3 		$243K Buy
1,467
+155
+12% +$26.7K 0.04% 502
2021
Q2 		$236K Buy
+1,312
New +$239K 0.05% 459
2021
Q1 		– Sell
-3,995
Closed -$807K – 553
2020
Q4 		$807K Buy
3,995
+1,779
+80% +$368K 0.01% 597
2020
Q3 		$466K Sell
2,216
-1,364
-38% -$304K 0.01% 643
2020
Q2 		$785K Buy
3,580
+1,446
+68% +$289K 0.02% 531
2020
Q1 		$370K Sell
2,134
-41
-2% -$6.77K 0.01% 566
2019
Q4 		$334K Buy
2,175
+249
+13% +$37.2K 0.01% 641
2019
Q3 		$293K Buy
1,926
+104
+6% +$16.4K 0.01% 553
2019
Q2 		$279K Sell
1,822
-6,086
-77% -$930K 0.01% 515
2019
Q1 		$1.27M Buy
7,908
+1,539
+24% +$239K 0.08% 222
2018
Q4 		$983K Buy
6,369
+4,731
+289% +$737K 0.13% 186
2018
Q3 		$246K Sell
1,638
-299
-15% -$42.5K 0.01% 463
2018
Q2 		$262K Buy
1,937
+298
+18% +$36.8K 0.02% 401
2018
Q1 		$218K Buy
+1,639
New +$220K 0.02% 337
2016
Q1 		– Sell
-17,218
Closed -$2.18M – 245
2015
Q4 		$2.18M Buy
+17,218
New +$2.14M 0.26% 103

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Simplicity Solutions's CLX Position: Q4 2023 in Review

Simplicity Solutions reduced its Clorox (CLX) stake by 4.1% in Q4 2023, selling an estimated $24.7K and leaving 4,307 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #599.

Simplicity Solutions first reported a position in CLX in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.18M in Q4 2015. 1,107 funds tracked by Wall St. Rank hold CLX as of Q4 2023.

  • Simplicity Solutions held 4,307 shares of Clorox worth $614K as of Q4 2023.
  • Simplicity Solutions sold 185 Clorox shares in Q4 2023, an estimated $24.7K.
  • Clorox made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #599 holding.
  • Simplicity Solutions first reported a position in Clorox in Q4 2015 and has held it in 24 quarters since.
  • Simplicity Solutions's Clorox position peaked at $2.18M in Q4 2015.
  • 1,107 funds tracked by Wall St. Rank held Clorox as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.