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Surevest’s Clorox CLX Stock Holding History

Surevest’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
2022
Q3 		$2.66M Buy
20,730
+1,298
+7% +$187K 0.72% 56
2022
Q2 		$2.74M Sell
19,432
-1,944
-9% -$278K 0.72% 58
2022
Q1 		$2.97M Buy
21,376
+36
+0.2% +$5.52K 0.72% 62
2021
Q4 		$3.72M Sell
21,340
-1,676
-7% -$279K 0.88% 56
2021
Q3 		$3.81M Buy
23,016
+1,593
+7% +$274K 0.96% 59
2021
Q2 		$3.85M Buy
21,423
+1,956
+10% +$357K 1% 61
2021
Q1 		$3.75M Buy
19,467
+2,031
+12% +$391K 1.14% 57
2020
Q4 		$3.52M Buy
17,436
+1,252
+8% +$259K 1.17% 53
2020
Q3 		$3.4M Buy
16,184
+747
+5% +$166K 1.34% 37
2020
Q2 		$3.39M Buy
15,437
+1,265
+9% +$253K 1.5% 22
2020
Q1 		$2.46M Buy
14,172
+5,042
+55% +$833K 1.34% 30
2019
Q4 		$1.4M Buy
9,130
+3,253
+55% +$486K 0.6% 79
2019
Q3 		$893K Buy
5,877
+1,376
+31% +$218K 0.44% 85
2019
Q2 		$689K Buy
+4,501
New +$688K 0.36% 95

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Surevest's CLX Position: Q3 2022 in Review

Surevest increased its Clorox (CLX) stake by 6.7% in Q3 2022, buying an estimated $187K and bringing the position to 20,730 shares worth $2.66M. The position accounts for 0.72% of the portfolio, ranked #56.

Surevest first reported a position in CLX in Q2 2019 and has held it in 14 quarters since. The position peaked at $3.85M in Q2 2021. 1,045 funds tracked by Wall St. Rank hold CLX as of Q3 2022.

  • Surevest held 20,730 shares of Clorox worth $2.66M as of Q3 2022.
  • Surevest bought 1,298 Clorox shares in Q3 2022, an estimated $187K.
  • Clorox made up 0.72% of Surevest's portfolio in Q3 2022, its #56 holding.
  • Surevest first reported a position in Clorox in Q2 2019 and has held it in 14 quarters since.
  • Surevest's Clorox position peaked at $3.85M in Q2 2021.
  • 1,045 funds tracked by Wall St. Rank held Clorox as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.