Whitegate Investment Counselors’s Clorox CLX Stock Holding History

Whitegate Investment Counselors’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 Q4	–	Sell	-7,705	Closed	-$1.28M	–	90
2021 Q3	$1.28M	Hold	7,705	–	–	0.18%	101
2021 Q2	$1.39M	Hold	7,705	–	–	0.2%	96
2021 Q1	$1.49M	Hold	7,705	–	–	0.23%	91
2020 Q4	$1.56M	Sell	7,705 -300	-4%	-$62.1K	0.25%	81
2020 Q3	$1.68M	Sell	8,005 -25	-0.3%	-$5.57K	0.31%	74
2020 Q2	$1.76M	Sell	8,030 -50	-0.6%	-$9.99K	0.35%	73
2020 Q1	$1.4M	Sell	8,080 -350	-4%	-$57.8K	0.34%	77
2019 Q4	$1.29M	Hold	8,430	–	–	0.23%	90
2019 Q3	$1.28M	Hold	8,430	–	–	0.25%	90
2019 Q2	$1.29M	Hold	8,430	–	–	0.26%	87
2019 Q1	$1.35M	Hold	8,430	–	–	0.28%	83
2018 Q4	$1.3M	Hold	8,430	–	–	0.3%	84
2018 Q3	$1.27M	Sell	8,430 -200	-2%	-$28.4K	0.26%	92
2018 Q2	$1.17M	Sell	8,630 -50	-0.6%	-$6.17K	0.24%	94
2018 Q1	$1.16M	Sell	8,680 -175	-2%	-$23.5K	0.25%	96
2017 Q4	$1.32M	Hold	8,855	–	–	0.28%	93
2017 Q3	$1.17M	Hold	8,855	–	–	0.26%	95
2017 Q2	$1.18M	Hold	8,855	–	–	0.27%	90
2017 Q1	$1.19M	Hold	8,855	–	–	0.29%	88
2016 Q4	$1.06M	Sell	8,855 -200	-2%	-$23.6K	0.28%	83
2016 Q3	$1.13M	Hold	9,055	–	–	0.31%	82
2016 Q2	$1.25M	Buy	+9,055	New	+$1.17M	0.35%	79
2014 Q1	$1.14M	Buy	+9,055	New	+$795K	0.31%	82

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Whitegate Investment Counselors's CLX Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Clorox (CLX) in Q4 2021, closing a stake of 7,705 shares — an estimated $1.28M sold.

Whitegate Investment Counselors first reported a position in CLX in Q1 2014 and held it in 23 quarters. The position peaked at $1.76M in Q2 2020. 1,220 funds tracked by Wall St. Rank hold CLX as of Q4 2021.

Whitegate Investment Counselors reported no remaining Clorox position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 7,705 Clorox shares in Q4 2021, an estimated $1.28M.
Whitegate Investment Counselors first reported a position in Clorox in Q1 2014 and held it in 23 quarters.
Whitegate Investment Counselors's Clorox position peaked at $1.76M in Q2 2020.
1,220 funds tracked by Wall St. Rank held Clorox as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.