Ziegler Capital Management’s Clorox CLX Stock Holding History

Ziegler Capital Management’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
2024 Q1	$452K	Sell	11,226 -696	-6%	-$104K	0.02%	357
2023 Q4	$1.7M	Sell	11,922 -159	-1%	-$21.2K	0.08%	234
2023 Q3	$1.58M	Buy	12,081 +10,141	+523%	+$1.54M	0.06%	238
2023 Q2	$309K	Hold	1,940	–	–	0.01%	378
2023 Q1	$307K	Sell	1,940 -28	-1%	-$4.2K	0.01%	376
2022 Q4	$276K	Sell	1,968 -72	-4%	-$10.2K	0.01%	376
2022 Q3	$262K	Hold	2,040	–	–	0.01%	368
2022 Q2	$288K	Buy	+2,040	New	+$291K	0.01%	367
2022 Q1	–	Sell	-2,656	Closed	-$463K	–	379
2021 Q4	$463K	Sell	2,656 -838	-24%	-$140K	0.02%	372
2021 Q3	$579K	Buy	3,494 +110	+3%	+$18.9K	0.02%	374
2021 Q2	$609K	Buy	3,384 +101	+3%	+$18.4K	0.02%	380
2021 Q1	$633K	Hold	3,283	–	–	0.02%	369
2020 Q4	$663K	Buy	3,283 +59	+2%	+$12.2K	0.02%	365
2020 Q3	$678K	Sell	3,224 -6,698	-68%	-$1.49M	0.03%	349
2020 Q2	$2.18M	Sell	9,922 -5,026	-34%	-$1M	0.07%	235
2020 Q1	$2.59M	Buy	+14,948	New	+$2.47M	0.07%	266

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ziegler Capital Management's CLX Position: Q1 2024 in Review

Ziegler Capital Management reduced its Clorox (CLX) stake by 5.8% in Q1 2024, selling an estimated $104K and leaving 11,226 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #357.

Ziegler Capital Management first reported a position in CLX in Q1 2020 and has held it in 16 quarters since. The position peaked at $2.59M in Q1 2020. 1,144 funds tracked by Wall St. Rank hold CLX as of Q1 2024.

Ziegler Capital Management held 11,226 shares of Clorox worth $452K as of Q1 2024.
Ziegler Capital Management sold 696 Clorox shares in Q1 2024, an estimated $104K.
Clorox made up 0.02% of Ziegler Capital Management's portfolio in Q1 2024, its #357 holding.
Ziegler Capital Management first reported a position in Clorox in Q1 2020 and has held it in 16 quarters since.
Ziegler Capital Management's Clorox position peaked at $2.59M in Q1 2020.
1,144 funds tracked by Wall St. Rank held Clorox as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.