Gideon Capital Advisors’s Clorox CLX Stock Holding History

Gideon Capital Advisors’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
2019 Q4	–	Sell	-3,569	Closed	-$542K	–	281
2019 Q3	$542K	Buy	+3,569	New	+$564K	0.18%	173
2019 Q2	–	Sell	-14,341	Closed	-$2.3M	–	297
2019 Q1	$2.3M	Buy	+14,341	New	+$2.22M	0.82%	20
2018 Q4	–	Sell	-2,318	Closed	-$349K	–	388
2018 Q3	$349K	Buy	+2,318	New	+$329K	0.16%	205
2018 Q1	–	Sell	-2,097	Closed	-$312K	–	360
2017 Q4	$312K	Buy	+2,097	New	+$285K	0.28%	154
2017 Q3	–	Sell	-5,227	Closed	-$696K	–	285
2017 Q2	$696K	Buy	5,227 +1,921	+58%	+$259K	0.77%	18
2017 Q1	$446K	Buy	+3,306	New	+$428K	0.27%	136
2016 Q4	–	Sell	-8,490	Closed	-$1.06M	–	406
2016 Q3	$1.06M	Sell	8,490 -461	-5%	-$60.4K	0.64%	54
2016 Q2	$1.24M	Buy	+8,951	New	+$1.16M	0.72%	45
2016 Q1	–	Sell	-18,868	Closed	-$2.39M	–	157
2015 Q4	$2.39M	Buy	+18,868	New	+$2.34M	1.74%	3
2015 Q3	–	Sell	-4,876	Closed	-$507K	–	239
2015 Q2	$507K	Buy	+4,876	New	+$526K	0.21%	139
2014 Q2	–	Sell	-17,014	Closed	-$1.5M	–	253
2014 Q1	$1.5M	Sell	17,014 -9,491	-36%	-$833K	0.83%	33
2013 Q4	$2.46M	Buy	+26,505	New	+$2.39M	1.46%	8

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gideon Capital Advisors's CLX Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Clorox (CLX) in Q4 2019, closing a stake of 3,569 shares — an estimated $542K sold.

Gideon Capital Advisors first reported a position in CLX in Q4 2013 and held it in 12 quarters. The position peaked at $2.46M in Q4 2013. 1,031 funds tracked by Wall St. Rank hold CLX as of Q4 2019.

Gideon Capital Advisors reported no remaining Clorox position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,569 Clorox shares in Q4 2019, an estimated $542K.
Gideon Capital Advisors first reported a position in Clorox in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's Clorox position peaked at $2.46M in Q4 2013.
1,031 funds tracked by Wall St. Rank held Clorox as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.