Ownership history in COURIER CAPITAL LLC Β· 75 quarters on record
This page tracks every 13F SEC filing in which COURIER CAPITAL LLC reported a position in CLOROX CO COM (CLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π COURIER CAPITAL LLC underperformed the S&P 500 by β3.6% annually on this CLX position. Timing score: 43% (23/54 decisions correct). Average cost basis: $67.12. Maximum drawdown during holding period: β38.1%.
β οΈ Trailed SPY by 3.6% ann. on this position.
73 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
23 of 54 add/trim decisions correct
Best entry: $30.88 (2009 Q1) Β· Worst: $176.59 (2020 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
24 adds Β· 31 trims. Bought during 10 of 31 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size