Rikoon Group’s Clorox CLX Stock Holding History

Rikoon Group’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	$217K	Buy	1,124 +24	+2%	+$4.62K	0.06%	220
2020 Q4	$222K	Hold	1,100	–	–	0.06%	211
2020 Q3	$231K	Hold	1,100	–	–	0.07%	195
2020 Q2	$241K	Buy	+1,100	New	+$220K	0.08%	190
2019 Q1	–	Sell	-1,472	Closed	-$227K	–	202
2018 Q4	$227K	Buy	1,472 +22	+2%	+$3.43K	0.09%	179
2018 Q3	$218K	Buy	+1,450	New	+$206K	0.08%	199
2018 Q1	–	Sell	-1,650	Closed	-$245K	–	192
2017 Q4	$245K	Sell	1,650 -83	-5%	-$11.3K	0.1%	154
2017 Q3	$229K	Hold	1,733	–	–	0.1%	153
2017 Q2	$230K	Hold	1,733	–	–	0.1%	153
2017 Q1	$233K	Sell	1,733 -50	-3%	-$6.48K	0.1%	157
2016 Q4	$226K	Hold	1,783	–	–	0.1%	158
2016 Q3	$223K	Buy	+1,783	New	+$234K	0.18%	121

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CRC

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Rikoon Group's CLX Position: Q1 2021 in Review

Rikoon Group increased its Clorox (CLX) stake by 2.2% in Q1 2021, buying an estimated $4.62K and bringing the position to 1,124 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #220.

Rikoon Group first reported a position in CLX in Q3 2016 and has held it in 12 quarters since. The position peaked at $245K in Q4 2017. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

Rikoon Group held 1,124 shares of Clorox worth $217K as of Q1 2021.
Rikoon Group bought 24 Clorox shares in Q1 2021, an estimated $4.62K.
Clorox made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #220 holding.
Rikoon Group first reported a position in Clorox in Q3 2016 and has held it in 12 quarters since.
Rikoon Group's Clorox position peaked at $245K in Q4 2017.
1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.