B
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return