Stonebridge Capital Advisors’s Clorox CLX Stock Holding History

Stonebridge Capital Advisors’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	–	Sell	-176	Closed	-$23.1K	–	332
2023 Q3	$23.1K	Buy	176 +27	+18%	+$4.1K	﹤0.01%	475
2023 Q2	$23.7K	Sell	149 -13	-8%	-$2.1K	﹤0.01%	484
2023 Q1	$25.6K	Sell	162 -25	-13%	-$3.75K	﹤0.01%	467
2022 Q4	$26.2K	Buy	187 +39	+26%	+$5.54K	﹤0.01%	448
2022 Q3	$19K	Sell	148 -18	-11%	-$2.6K	﹤0.01%	476
2022 Q2	$23K	Buy	166 +32	+24%	+$4.57K	﹤0.01%	469
2022 Q1	$19K	Hold	134	–	–	﹤0.01%	537
2021 Q4	$23K	Hold	134	–	–	﹤0.01%	483
2021 Q3	$22K	Sell	134 -148	-52%	-$25.5K	﹤0.01%	472
2021 Q2	$52K	Buy	282 +141	+100%	+$25.7K	﹤0.01%	457
2021 Q1	$27K	Buy	+141	New	+$27.1K	﹤0.01%	446
2020 Q3	–	Sell	-50	Closed	-$11K	–	279
2020 Q2	$11K	Sell	50 -25	-33%	-$5K	﹤0.01%	479
2020 Q1	$13K	Hold	75	–	–	﹤0.01%	449
2019 Q4	$12K	Sell	75 -50	-40%	-$7.47K	﹤0.01%	525
2019 Q3	$19K	Hold	125	–	–	﹤0.01%	451
2019 Q2	$19K	Buy	+125	New	+$19.1K	﹤0.01%	461

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return