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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 0.57% 48
2018
Q4 		– Sell
-1,781
Closed -$268K – 144
2018
Q3 		$268K Buy
+1,781
New +$253K 0.13% 122
2017
Q4 		– Sell
-13,400
Closed -$1.77M – 130
2017
Q3 		$1.77M Buy
+13,400
New +$1.8M 0.67% 39
2016
Q1 		– Sell
-1,500
Closed -$190K – 202
2015
Q4 		$190K Buy
1,500
+900
+150% +$112K 0.11% 171
2015
Q3 		$69K Buy
+600
New +$67.4K 0.04% 222

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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