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Sonora Investment Management’s Clorox CLX Stock Holding History

Sonora Investment Management’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 		$2.62M Sell
15,836
-449
-3% -$77.3K 0.33% 78
2021
Q2 		$2.93M Sell
16,285
-108
-0.7% -$19.7K 0.38% 74
2021
Q1 		$3.16M Sell
16,393
-690
-4% -$133K 0.25% 119
2020
Q4 		$3.45M Buy
17,083
+125
+0.7% +$25.9K 0.29% 104
2020
Q3 		$3.56M Buy
16,958
+2,231
+15% +$497K 0.33% 88
2020
Q2 		$3.23M Sell
14,727
-866
-6% -$173K 0.33% 87
2020
Q1 		$2.7M Buy
15,593
+3,217
+26% +$532K 0.32% 85
2019
Q4 		$1.9M Buy
12,376
+3,750
+43% +$560K 0.18% 119
2019
Q3 		$1.31M Buy
8,626
+3,446
+67% +$545K 0.14% 132
2019
Q2 		$793K Buy
5,180
+2,190
+73% +$335K 0.09% 154
2019
Q1 		$480K Buy
2,990
+2,665
+820% +$413K 0.06% 176
2018
Q4 		$50K Buy
+325
New +$50.6K 0.01% 403
2018
Q3 		– Sell
-326
Closed -$44K – 1216
2018
Q2 		$44K Buy
326
+205
+169% +$25.3K 0.01% 429
2018
Q1 		$16.1K Buy
+121
New +$16.3K ﹤0.01% 642
2016
Q3 		– Sell
-60
Closed -$8.3K – 853
2016
Q2 		$8.3K Buy
60
+54
+900% +$7K ﹤0.01% 621
2016
Q1 		$742 Buy
+6
New +$763 ﹤0.01% 901
2015
Q4 		– Sell
-44
Closed -$5K – 853
2015
Q3 		$5K Buy
+44
New +$4.94K ﹤0.01% 701

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

Sonora Investment Management's CLX Position: Q3 2021 in Review

Sonora Investment Management reduced its Clorox (CLX) stake by 2.8% in Q3 2021, selling an estimated $77.3K and leaving 15,836 shares worth $2.62M. The position accounts for 0.33% of the portfolio, ranked #78.

Sonora Investment Management first reported a position in CLX in Q3 2015 and has held it in 17 quarters since. The position peaked at $3.56M in Q3 2020. 1,135 funds tracked by Wall St. Rank hold CLX as of Q3 2021.

  • Sonora Investment Management held 15,836 shares of Clorox worth $2.62M as of Q3 2021.
  • Sonora Investment Management sold 449 Clorox shares in Q3 2021, an estimated $77.3K.
  • Clorox made up 0.33% of Sonora Investment Management's portfolio in Q3 2021, its #78 holding.
  • Sonora Investment Management first reported a position in Clorox in Q3 2015 and has held it in 17 quarters since.
  • Sonora Investment Management's Clorox position peaked at $3.56M in Q3 2020.
  • 1,135 funds tracked by Wall St. Rank held Clorox as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.