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CSat Investment Advisory’s Clorox CLX Stock Holding History

CSat Investment Advisory’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 		$1.82M Buy
9,439
+4,000
+74% +$770K 1.53% 21
2020
Q4 		$1.1M Buy
5,439
+4,751
+691% +$983K 1.02% 26
2020
Q3 		$145K Sell
688
-3,388
-83% -$754K 0.01% 342
2020
Q2 		$894K Sell
4,076
-3,375
-45% -$674K 0.11% 99
2020
Q1 		$1.29M Buy
7,451
+997
+15% +$165K 0.27% 47
2019
Q4 		$991K Sell
6,454
-4,885
-43% -$730K 0.26% 72
2019
Q3 		$1.72M Buy
11,339
+62
+0.5% +$9.8K 0.54% 23
2019
Q2 		$1.73M Buy
11,277
+1,220
+12% +$186K 0.61% 25
2019
Q1 		$1.61M Buy
10,057
+454
+5% +$70.4K 0.82% 26
2018
Q4 		$1.48M Buy
9,603
+453
+5% +$70.6K 0.88% 26
2018
Q3 		$1.38M Buy
9,150
+206
+2% +$29.3K 0.78% 33
2018
Q2 		$1.21M Buy
+8,944
New +$1.1M 0.64% 38
2016
Q3 		$1.4M Sell
11,169
-9,868
-47% -$1.29M 5.22% 6
2016
Q2 		$2.91M Sell
21,037
-3,274
-13% -$425K 6.12% 4
2016
Q1 		$3.06M Sell
24,311
-32,721
-57% -$4.16M 6.05% 7
2015
Q4 		$7.23M Buy
57,032
+4,020
+8% +$499K 6.17% 8
2015
Q3 		$6.12M Sell
53,012
-38,103
-42% -$4.28M 5.37% 9
2015
Q2 		$9.48M Sell
91,115
-13,828
-13% -$1.49M 4.43% 16
2015
Q1 		$11.6M Sell
104,943
-5,556
-5% -$603K 5.05% 12
2014
Q4 		$11.5M Buy
+110,499
New +$11M 4.79% 14

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

CSat Investment Advisory's CLX Position: Q1 2021 in Review

CSat Investment Advisory increased its Clorox (CLX) stake by 74% in Q1 2021, buying an estimated $770K and bringing the position to 9,439 shares worth $1.82M. The position accounts for 1.53% of the portfolio, ranked #21.

CSat Investment Advisory first reported a position in CLX in Q4 2014 and has held it in 20 quarters since. The position peaked at $11.6M in Q1 2015. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

  • CSat Investment Advisory held 9,439 shares of Clorox worth $1.82M as of Q1 2021.
  • CSat Investment Advisory bought 4,000 Clorox shares in Q1 2021, an estimated $770K.
  • Clorox made up 1.53% of CSat Investment Advisory's portfolio in Q1 2021, its #21 holding.
  • CSat Investment Advisory first reported a position in Clorox in Q4 2014 and has held it in 20 quarters since.
  • CSat Investment Advisory's Clorox position peaked at $11.6M in Q1 2015.
  • 1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.