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Bailard’s Clorox CLX Stock Holding History

Bailard’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
Q2 		– Sell
-4,249
Closed -$651K – 739
2024
Q1 		$651K Buy
+4,249
New +$634K 0.02% 408
2022
Q1 		– Sell
-1,301
Closed -$227K – 739
2021
Q4 		$227K Sell
1,301
-378
-23% -$63K 0.01% 642
2021
Q3 		$278K Buy
1,679
+26
+2% +$4.48K 0.01% 556
2021
Q2 		$297K Sell
1,653
-57
-3% -$10.4K 0.01% 539
2021
Q1 		$330K Sell
1,710
-64
-4% -$12.3K 0.01% 484
2020
Q4 		$358K Sell
1,774
-481
-21% -$99.5K 0.02% 401
2020
Q3 		$474K Sell
2,255
-631
-22% -$141K 0.02% 293
2020
Q2 		$633K Sell
2,886
-50
-2% -$9.99K 0.04% 240
2020
Q1 		$509K Sell
2,936
-395
-12% -$65.3K 0.04% 225
2019
Q4 		$511K Sell
3,331
-150
-4% -$22.4K 0.03% 275
2019
Q3 		$529K Buy
3,481
+150
+5% +$23.7K 0.03% 260
2019
Q2 		$510K Buy
3,331
+430
+15% +$65.7K 0.03% 281
2019
Q1 		$465K Hold
2,901
– – 0.03% 316
2018
Q4 		$447K Buy
+2,901
New +$452K 0.03% 325

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Bailard's CLX Position: Q2 2024 in Review

Bailard sold out of Clorox (CLX) in Q2 2024, closing a stake of 4,249 shares — an estimated $651K sold.

Bailard first reported a position in CLX in Q4 2018 and held it in 14 quarters. The position peaked at $651K in Q1 2024. 1,093 funds tracked by Wall St. Rank hold CLX as of Q2 2024.

  • Bailard reported no remaining Clorox position as of Q2 2024 after selling out during the quarter.
  • Bailard sold 4,249 Clorox shares in Q2 2024, an estimated $651K.
  • Bailard first reported a position in Clorox in Q4 2018 and held it in 14 quarters.
  • Bailard's Clorox position peaked at $651K in Q1 2024.
  • 1,093 funds tracked by Wall St. Rank held Clorox as of Q2 2024.

Based on Bailard's 13F filing for Q2 2024, filed 25 Jul 2024.