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Waddell & Reed Financial’s Clorox CLX Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$45.3M Buy
234,892
+63,668
+37% +$12.3M 0.09% 254
2020
Q4 		$34.6M Buy
171,224
+49,012
+40% +$10.1M 0.07% 284
2020
Q3 		$25.7M Buy
122,212
+15,435
+14% +$3.44M 0.06% 308
2020
Q2 		$23.4M Buy
106,777
+26,317
+33% +$5.26M 0.06% 304
2020
Q1 		$13.9M Sell
80,460
-68,758
-46% -$11.4M 0.05% 327
2019
Q4 		$22.9M Buy
149,218
+15,254
+11% +$2.28M 0.06% 329
2019
Q3 		$20.3M Sell
133,964
-3
-0% -$474 0.05% 339
2019
Q2 		$20.5M Buy
133,967
+16,899
+14% +$2.58M 0.05% 342
2019
Q1 		$18.8M Buy
117,068
+32,721
+39% +$5.08M 0.05% 359
2018
Q4 		$13M Buy
84,347
+8,004
+10% +$1.25M 0.04% 383
2018
Q3 		$11.5M Sell
76,343
-1,471
-2% -$209K 0.03% 399
2018
Q2 		$10.5M Buy
77,814
+1,110
+1% +$137K 0.02% 406
2018
Q1 		$10.2M Buy
76,704
+11,370
+17% +$1.53M 0.02% 404
2017
Q4 		$9.72M Sell
65,334
-5,610
-8% -$763K 0.02% 426
2017
Q3 		$9.36M Sell
70,944
-4,010
-5% -$539K 0.02% 426
2017
Q2 		$9.99M Buy
74,954
+7,020
+10% +$947K 0.02% 426
2017
Q1 		$9.16M Buy
67,934
+1,494
+2% +$194K 0.02% 434
2016
Q4 		$7.97M Buy
66,440
+19,400
+41% +$2.29M 0.02% 453
2016
Q3 		$5.89M Buy
47,040
+13,510
+40% +$1.77M 0.01% 480
2016
Q2 		$4.64M Buy
33,530
+7,770
+30% +$1.01M 0.01% 486
2016
Q1 		$3.25M Buy
25,760
+4,860
+23% +$618K 0.01% 545
2015
Q4 		$2.65M Buy
20,900
+3,520
+20% +$437K ﹤0.01% 570
2015
Q3 		$2.01M Sell
17,380
-1,480
-8% -$166K ﹤0.01% 571
2015
Q2 		$1.96M Buy
18,860
+2,400
+15% +$259K ﹤0.01% 566
2015
Q1 		$1.82M Buy
16,460
+3,540
+27% +$384K ﹤0.01% 548
2014
Q4 		$1.35M Buy
+12,920
New +$1.29M ﹤0.01% 543

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Waddell & Reed Financial's CLX Position: Q1 2021 in Review

Waddell & Reed Financial increased its Clorox (CLX) stake by 37% in Q1 2021, buying an estimated $12.3M and bringing the position to 234,892 shares worth $45.3M. The position accounts for 0.09% of the portfolio, ranked #254.

Waddell & Reed Financial first reported a position in CLX in Q4 2014 and has held it in 26 quarters since. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Waddell & Reed Financial held 234,892 shares of Clorox worth $45.3M as of Q1 2021.
  • Waddell & Reed Financial bought 63,668 Clorox shares in Q1 2021, an estimated $12.3M.
  • Clorox made up 0.09% of Waddell & Reed Financial's portfolio in Q1 2021, its #254 holding.
  • Waddell & Reed Financial first reported a position in Clorox in Q4 2014 and has held it in 26 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.