Windsor Wealth Management’s Clean Harbors CLH Stock Holding History

Windsor Wealth Management’s Portfolio CLH Stock Details CLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$7.74M	Hold	46,215	–	–	1.42%	21
2023 Q2	$7.6M	Buy	46,215 +18,690	+68%	+$2.73M	1.36%	21
2023 Q1	$3.77M	Hold	27,525	–	–	0.73%	34
2022 Q4	$3.17M	Hold	27,525	–	–	0.65%	38
2022 Q3	$3.19M	Sell	27,525 -26,250	-49%	-$2.81M	0.79%	29
2022 Q2	$4.65M	Hold	53,775	–	–	1.19%	19
2022 Q1	$5.86M	Sell	53,775 -9	-0%	-$889	1.08%	20
2021 Q4	$5.32M	Buy	53,784 +9	+0%	+$948	0.97%	25
2021 Q3	$5.78M	Hold	53,775	–	–	1.21%	19
2021 Q2	$5.01M	Hold	53,775	–	–	1.08%	23
2021 Q1	$4.52M	Sell	53,775 -24	-0%	-$2.02K	1.08%	23
2020 Q4	$4.09M	Hold	53,799	–	–	1.04%	24
2020 Q3	$3.06M	Sell	53,799 -24	-0%	-$1.42K	0.89%	28
2020 Q2	$3.23M	Hold	53,823	–	–	1.03%	23
2020 Q1	$2.76M	Buy	+53,823	New	+$3.93M	1.11%	22

Other funds holding CLH

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Windsor Wealth Management's CLH Position: Q3 2023 in Review

Windsor Wealth Management held its Clean Harbors (CLH) position steady in Q3 2023 at 46,215 shares worth $7.74M. The position accounts for 1.42% of the portfolio, ranked #21.

Windsor Wealth Management first reported a position in CLH in Q1 2020 and has held it in 15 quarters since. 420 funds tracked by Wall St. Rank hold CLH as of Q3 2023.

Windsor Wealth Management held 46,215 shares of Clean Harbors worth $7.74M as of Q3 2023.
Windsor Wealth Management left its Clean Harbors share count unchanged in Q3 2023.
Clean Harbors made up 1.42% of Windsor Wealth Management's portfolio in Q3 2023, its #21 holding.
Windsor Wealth Management first reported a position in Clean Harbors in Q1 2020 and has held it in 15 quarters since.
420 funds tracked by Wall St. Rank held Clean Harbors as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.