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Cavalier Investments’s Clorox CLX Stock Holding History

Cavalier Investments’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
2021
Q1 		– Sell
-1,900
Closed -$384K – 107
2020
Q4 		$384K Hold
1,900
– – 0.18% 94
2020
Q3 		$399K Sell
1,900
-910
-32% -$203K 0.27% 67
2020
Q2 		$616K Buy
+2,810
New +$561K 0.36% 62
2016
Q4 		– Sell
-13,300
Closed -$1.67M – 128
2016
Q3 		$1.67M Sell
13,300
-2,500
-16% -$327K 1.01% 16
2016
Q2 		$2.19M Sell
15,800
-4,800
-23% -$622K 1.28% 13
2016
Q1 		$2.6M Buy
20,600
+18,400
+836% +$2.34M 1.49% 7
2015
Q4 		$279K Buy
+2,200
New +$273K 0.17% 90

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cavalier Investments's CLX Position: Q1 2021 in Review

Cavalier Investments sold out of Clorox (CLX) in Q1 2021, closing a stake of 1,900 shares — an estimated $384K sold.

Cavalier Investments first reported a position in CLX in Q4 2015 and held it in 7 quarters. The position peaked at $2.6M in Q1 2016. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • Cavalier Investments reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
  • Cavalier Investments sold 1,900 Clorox shares in Q1 2021, an estimated $384K.
  • Cavalier Investments first reported a position in Clorox in Q4 2015 and held it in 7 quarters.
  • Cavalier Investments's Clorox position peaked at $2.6M in Q1 2016.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Cavalier Investments's 13F filing for Q1 2021, filed 13 May 2021.