SVA Wealth Management’s Clorox CLX Stock Holding History

SVA 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
2020 Q4	$557K	Buy	2,759 +1,620	+142%	+$335K	0.05%	153
2020 Q3	$239K	Buy	+1,139	New	+$254K	0.02%	189
2016 Q1	–	Sell	-20,629	Closed	-$2.62M	–	204
2015 Q4	$2.62M	Sell	20,629 -1,003	-5%	-$124K	0.45%	69
2015 Q3	$2.5M	Sell	21,632 -377	-2%	-$42.3K	0.47%	69
2015 Q2	$2.29M	Buy	22,009 +125	+0.6%	+$13.5K	0.42%	69
2015 Q1	$2.42M	Buy	21,884 +8,763	+67%	+$951K	0.44%	72
2014 Q4	$1.37M	Buy	13,121 +518	+4%	+$51.8K	0.5%	48
2014 Q3	$1.21M	Buy	12,603 +963	+8%	+$87.1K	0.52%	48
2014 Q2	$1.06M	Buy	11,640 +1,151	+11%	+$103K	0.46%	52
2014 Q1	$923K	Buy	10,489 +2,682	+34%	+$235K	0.44%	56
2013 Q4	$724K	Buy	+7,807	New	+$703K	0.43%	61

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SVA Wealth Management's CLX Position: Q4 2020 in Review

SVA Wealth Management increased its Clorox (CLX) stake by 142% in Q4 2020, buying an estimated $335K and bringing the position to 2,759 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #153.

SVA Wealth Management first reported a position in CLX in Q4 2013 and has held it in 11 quarters since. The position peaked at $2.62M in Q4 2015. 1,262 funds tracked by Wall St. Rank hold CLX as of Q4 2020.

SVA Wealth Management held 2,759 shares of Clorox worth $557K as of Q4 2020.
SVA Wealth Management bought 1,620 Clorox shares in Q4 2020, an estimated $335K.
Clorox made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #153 holding.
SVA Wealth Management first reported a position in Clorox in Q4 2013 and has held it in 11 quarters since.
SVA Wealth Management's Clorox position peaked at $2.62M in Q4 2015.
1,262 funds tracked by Wall St. Rank held Clorox as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.