U.S. Global Investors (USGI)’s Clorox CLX Stock Holding History

U.S. Global Investors (USGI)’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	-900	Closed	-$182K	–	145
2020 Q4	$182K	Hold	900	–	–	0.01%	134
2020 Q3	$189K	Hold	900	–	–	0.01%	119
2020 Q2	$197K	Buy	+900	New	+$180K	0.02%	131
2019 Q2	–	Sell	-7,310	Closed	-$1.17M	–	181
2019 Q1	$1.17M	Buy	+7,310	New	+$1.13M	0.56%	48
2018 Q4	–	Sell	-1,781	Closed	-$268K	–	142
2018 Q3	$268K	Buy	+1,781	New	+$253K	0.13%	122
2017 Q4	–	Sell	-13,400	Closed	-$1.77M	–	128
2017 Q3	$1.77M	Buy	+13,400	New	+$1.8M	0.53%	39
2016 Q1	–	Sell	-1,500	Closed	-$190K	–	201
2015 Q4	$190K	Buy	1,500 +900	+150%	+$112K	0.1%	171
2015 Q3	$69K	Buy	+600	New	+$67.4K	0.04%	222

Other funds holding CLX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

U.S. Global Investors (USGI)'s CLX Position: Q1 2021 in Review

U.S. Global Investors (USGI) sold out of Clorox (CLX) in Q1 2021, closing a stake of 900 shares — an estimated $182K sold.

U.S. Global Investors (USGI) first reported a position in CLX in Q3 2015 and held it in 8 quarters. The position peaked at $1.77M in Q3 2017. 1,207 funds tracked by Wall St. Rank hold CLX as of Q1 2021.

U.S. Global Investors (USGI) reported no remaining Clorox position as of Q1 2021 after selling out during the quarter.
U.S. Global Investors (USGI) sold 900 Clorox shares in Q1 2021, an estimated $182K.
U.S. Global Investors (USGI) first reported a position in Clorox in Q3 2015 and held it in 8 quarters.
U.S. Global Investors (USGI)'s Clorox position peaked at $1.77M in Q3 2017.
1,207 funds tracked by Wall St. Rank held Clorox as of Q1 2021.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2021, filed 23 Apr 2021.