Syntax Advisors’s Clorox CLX Stock Holding History

Syntax 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 Q3	$358K	Sell	2,729 -395	-13%	-$60K	0.32%	51
2023 Q2	$497K	Sell	3,124 -269	-8%	-$43.4K	0.4%	32
2023 Q1	$537K	Sell	3,393 -58	-2%	-$8.7K	0.41%	27
2022 Q4	$484K	Sell	3,451 -235	-6%	-$33.4K	0.4%	37
2022 Q3	$473K	Sell	3,686 -214	-5%	-$30.9K	0.4%	36
2022 Q2	$550K	Buy	3,900 +152	+4%	+$21.7K	0.46%	14
2022 Q1	$521K	Buy	3,748 +471	+14%	+$72.2K	0.44%	24
2021 Q4	$571K	Buy	+3,277	New	+$546K	0.42%	26

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Syntax Advisors's CLX Position: Q3 2023 in Review

Syntax Advisors reduced its Clorox (CLX) stake by 13% in Q3 2023, selling an estimated $60K and leaving 2,729 shares worth $358K. The position accounts for 0.32% of the portfolio, ranked #51.

Syntax Advisors first reported a position in CLX in Q4 2021 and has held it in 8 quarters since. The position peaked at $571K in Q4 2021. 1,064 funds tracked by Wall St. Rank hold CLX as of Q3 2023.

Syntax Advisors held 2,729 shares of Clorox worth $358K as of Q3 2023.
Syntax Advisors sold 395 Clorox shares in Q3 2023, an estimated $60K.
Clorox made up 0.32% of Syntax Advisors's portfolio in Q3 2023, its #51 holding.
Syntax Advisors first reported a position in Clorox in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Clorox position peaked at $571K in Q4 2021.
1,064 funds tracked by Wall St. Rank held Clorox as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.