SGI
CLX icon

Summit Global Investments’s Clorox CLX Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-4,899
Closed -$750K – 510
2024
Q1 		$750K Buy
+4,899
New +$731K 0.06% 262
2022
Q1 		– Sell
-15,815
Closed -$2.76M – 483
2021
Q4 		$2.76M Buy
15,815
+9,307
+143% +$1.55M 0.18% 111
2021
Q3 		$1.08M Sell
6,508
-10,112
-61% -$1.74M 0.08% 191
2021
Q2 		$2.99M Sell
16,620
-2,382
-13% -$435K 0.18% 101
2021
Q1 		$3.67M Sell
19,002
-8,260
-30% -$1.59M 0.23% 83
2020
Q4 		$5.5M Sell
27,262
-35,693
-57% -$7.39M 0.55% 44
2020
Q3 		$13.2M Sell
62,955
-44,104
-41% -$9.82M 1.37% 22
2020
Q2 		$23.5M Sell
107,059
-9,733
-8% -$1.94M 2.71% 8
2020
Q1 		$20.2M Buy
116,792
+97,994
+521% +$16.2M 2.95% 4
2019
Q4 		$2.89M Buy
18,798
+730
+4% +$109K 0.31% 73
2019
Q3 		$2.74M Sell
18,068
-202
-1% -$31.9K 0.32% 70
2019
Q2 		$2.8M Buy
18,270
+13,780
+307% +$2.11M 0.35% 77
2019
Q1 		$721K Sell
4,490
-1,667
-27% -$259K 0.09% 158
2018
Q4 		$949K Sell
6,157
-709
-10% -$110K 0.15% 105
2018
Q3 		$1.03M Buy
6,866
+462
+7% +$65.6K 0.14% 108
2018
Q2 		$866K Buy
6,404
+21
+0.3% +$2.59K 0.13% 108
2018
Q1 		$850K Sell
6,383
-926
-13% -$124K 0.14% 83
2017
Q4 		$1.09M Buy
7,309
+39
+0.5% +$5.31K 0.17% 91
2017
Q3 		$959K Buy
7,270
+3,622
+99% +$487K 0.15% 90
2017
Q2 		$486K Sell
3,648
-15,984
-81% -$2.16M 0.15% 199
2017
Q1 		$2.65M Sell
19,632
-93
-0.5% -$12K 0.86% 36
2016
Q4 		$2.37M Buy
+19,725
New +$2.33M 0.86% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $570B AUM 27.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Summit Global Investments's CLX Position: Q2 2024 in Review

Summit Global Investments sold out of Clorox (CLX) in Q2 2024, closing a stake of 4,899 shares — an estimated $750K sold.

Summit Global Investments first reported a position in CLX in Q4 2016 and held it in 22 quarters. The position peaked at $23.5M in Q2 2020. 1,092 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • Summit Global Investments reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • Summit Global Investments sold 4,899 Clorox shares in Q2 2024, an estimated $750K.
  • Summit Global Investments first reported a position in Clorox in Q4 2016 and held it in 22 quarters.
  • Summit Global Investments's Clorox position peaked at $23.5M in Q2 2020.
  • 1,092 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Summit Global Investments's 13F filing for Q2 2024, filed 22 Jul 2024.