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Steward Financial Group’s Clorox CLX Stock Holding History

Steward Financial Group’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
Q3 		$10K Sell
79
-7
-8% -$1.06K ﹤0.01% 373
2023
Q2 		$13K Buy
+86
New +$13.9K ﹤0.01% 311
2022
Q3 		– Sell
-106
Closed -$14K – 317
2022
Q2 		$14K Buy
106
+6
+6% +$857 0.01% 197
2022
Q1 		$13K Sell
100
-100
-50% -$15.3K 0.01% 189
2021
Q4 		$34K Buy
+200
New +$33.3K 0.03% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Steward Financial Group's CLX Position: Q3 2023 in Review

Steward Financial Group reduced its Clorox (CLX) stake by 8.1% in Q3 2023, selling an estimated $1.06K and leaving 79 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Steward Financial Group first reported a position in CLX in Q4 2021 and has held it in 5 quarters since. The position peaked at $34K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

  • Steward Financial Group held 79 shares of Clorox worth $10K as of Q3 2023.
  • Steward Financial Group sold 7 Clorox shares in Q3 2023, an estimated $1.06K.
  • Clorox made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #373 holding.
  • Steward Financial Group first reported a position in Clorox in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Clorox position peaked at $34K in Q4 2021.
  • 1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.