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UBS’s Clorox CLX Stock Holding History

UBS’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
2014
Q3 		$1.1M Buy
11,500
+5,200
+83% +$470K ﹤0.01% 3486
2014
Q2 		$576K Buy
6,300
+3,300
+110% +$296K ﹤0.01% 4079
2014
Q1 		$264K Sell
3,000
-2,100
-41% -$184K ﹤0.01% 4889
2013
Q4 		$473K Sell
5,100
-3,200
-39% -$288K ﹤0.01% 4406
2013
Q3 		$678K Sell
8,300
-4,800
-37% -$405K ﹤0.01% 3777
2013
Q2 		$1.09M Buy
+13,100
New +$1.13M ﹤0.01% 3235

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

UBS's CLX Position: Q3 2014 in Review

UBS reduced its Clorox (CLX) stake by 9.1% in Q3 2014, selling an estimated $9.96M and leaving 1,098,136 shares worth $105M. The position accounts for 0.08% of the portfolio, ranked #255.

UBS first reported a position in CLX in Q2 2013 and has held it in 6 quarters since. The position peaked at $277M in Q4 2013. 676 funds tracked by Wall St. Rank hold CLX as of Q3 2014.

  • UBS held 1,098,136 shares of Clorox worth $105M as of Q3 2014.
  • UBS sold 110,171 Clorox shares in Q3 2014, an estimated $9.96M.
  • Clorox made up 0.08% of UBS's portfolio in Q3 2014, its #255 holding.
  • UBS first reported a position in Clorox in Q2 2013 and has held it in 6 quarters since.
  • UBS's Clorox position peaked at $277M in Q4 2013.
  • 676 funds tracked by Wall St. Rank held Clorox as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.