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Squar Milner Financial Services’s Clorox CLX Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-112
Closed -$19K – 301
2020
Q1 		$19K Sell
112
-3
-3% -$496 0.01% 475
2019
Q4 		$17K Buy
+115
New +$17.2K 0.01% 538
2019
Q3 		– Sell
-112
Closed -$17K – 308
2019
Q2 		$17K Hold
112
– – 0.01% 471
2019
Q1 		$17K Hold
112
– – 0.01% 444
2018
Q4 		$17K Hold
112
– – 0.02% 409
2018
Q3 		$17K Hold
112
– – 0.02% 428
2018
Q2 		$15K Buy
+112
New +$13.8K 0.01% 522

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's CLX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Clorox (CLX) in Q2 2020, closing a stake of 112 shares — an estimated $19K sold.

Squar Milner Financial Services first reported a position in CLX in Q2 2018 and held it in 7 quarters. The position peaked at $19K in Q1 2020. 1,198 funds tracked by Wall St. Rank hold CLX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Clorox position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 112 Clorox shares in Q2 2020, an estimated $19K.
  • Squar Milner Financial Services first reported a position in Clorox in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Clorox position peaked at $19K in Q1 2020.
  • 1,198 funds tracked by Wall St. Rank held Clorox as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.