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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

CLX holding history

Clorox Co in every 13F filed by Surevest, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLX overviewAll 13F holders of CLXFull Q3 2022 holdings

Shares (Q3 2022)
20,730
Value
$2.66M
% of portfolio
0.7%
Quarters held
7
Since Q1 2021
Holdings of CLX by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202220,730$2.66M0.7%+1,298+6.7%AddedHolders
Q2 202219,432$2.74M0.7%−1,944−9.1%ReducedHolders
Q1 202221,376$2.97M0.7%+36+0.2%AddedHolders
Q4 202121,340$3.72M0.9%−1,676−7.3%ReducedHolders
Q3 202123,016$3.81M1.0%+1,593+7.4%AddedHolders
Q2 202121,423$3.85M1.0%+1,956+10.0%AddedHolders
Q1 202119,467$3.75M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.