Sugarloaf Wealth Management’s Clorox CLX Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$19.8K	Hold	122	–	–	﹤0.01%	409
2024 Q3	$19.9K	Hold	122	–	–	﹤0.01%	415
2024 Q2	$16.6K	Hold	122	–	–	﹤0.01%	423
2024 Q1	$18.7K	Hold	122	–	–	﹤0.01%	412
2023 Q4	$17.4K	Hold	122	–	–	﹤0.01%	417
2023 Q3	$16K	Hold	122	–	–	﹤0.01%	409
2023 Q2	$19.4K	Hold	122	–	–	﹤0.01%	391
2023 Q1	$19.3K	Hold	122	–	–	﹤0.01%	395
2022 Q4	$17.1K	Hold	122	–	–	﹤0.01%	429
2022 Q3	$16K	Hold	122	–	–	﹤0.01%	444
2022 Q2	$17K	Hold	122	–	–	﹤0.01%	437
2022 Q1	$17K	Hold	122	–	–	﹤0.01%	428
2021 Q4	$21K	Hold	122	–	–	0.01%	419
2021 Q3	$20K	Hold	122	–	–	0.01%	423
2021 Q2	$22K	Hold	122	–	–	0.01%	401
2021 Q1	$24	Hold	122	–	–	0.01%	374
2020 Q4	$25K	Hold	122	–	–	0.01%	344
2020 Q3	$26K	Hold	122	–	–	0.01%	318
2020 Q2	$27K	Hold	122	–	–	0.01%	310
2020 Q1	$21K	Hold	122	–	–	0.01%	323
2019 Q4	$19K	Buy	+122	New	+$18.2K	0.01%	373

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's CLX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Clorox (CLX) position steady in Q4 2024 at 122 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Sugarloaf Wealth Management first reported a position in CLX in Q4 2019 and has held it in 21 quarters since. The position peaked at $27K in Q2 2020. 1,222 funds tracked by Wall St. Rank hold CLX as of Q4 2024.

Sugarloaf Wealth Management held 122 shares of Clorox worth $19.8K as of Q4 2024.
Sugarloaf Wealth Management left its Clorox share count unchanged in Q4 2024.
Clorox made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #409 holding.
Sugarloaf Wealth Management first reported a position in Clorox in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Clorox position peaked at $27K in Q2 2020.
1,222 funds tracked by Wall St. Rank held Clorox as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.