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Advantage Investment Management’s Kimberly-Clark KMB Stock Holding History

Advantage Investment Management’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$116K Sell
818
-38
-4% -$5.22K 0.09% 212
2019
Q2 		$114K Hold
856
– – 0.09% 215
2019
Q1 		$106K Sell
856
-198
-19% -$23K 0.08% 226
2018
Q4 		$120K Buy
1,054
+108
+11% +$12K 0.09% 206
2018
Q3 		$108K Buy
946
+346
+58% +$38.8K 0.07% 263
2018
Q2 		$63K Sell
600
-700
-54% -$72.7K 0.05% 331
2018
Q1 		$143K Sell
1,300
-275
-17% -$31.3K 0.05% 191
2017
Q4 		$190K Sell
1,575
-18
-1% -$2.1K 0.06% 182
2017
Q3 		$187K Buy
1,593
+18
+1% +$2.2K 0.06% 178
2017
Q2 		$203K Buy
1,575
+100
+7% +$13K 0.07% 158
2017
Q1 		$194K Sell
1,475
-4
-0.3% -$504 0.08% 148
2016
Q4 		$169K Buy
1,479
+276
+23% +$32K 0.06% 152
2016
Q3 		$152K Buy
1,203
+4
+0.3% +$517 0.06% 157
2016
Q2 		$165K Hold
1,199
– – 0.08% 153
2016
Q1 		$161K Sell
1,199
-400
-25% -$52K 0.07% 156
2015
Q4 		$204K Buy
1,599
+24
+2% +$2.88K 0.11% 134
2015
Q3 		$172K Buy
1,575
+200
+15% +$22K 0.1% 134
2015
Q2 		$146K Buy
1,375
+750
+120% +$81.7K 0.07% 180
2015
Q1 		$67K Hold
625
– – 0.04% 291
2014
Q4 		$72K Buy
+625
New +$69.4K 0.05% 255

Other funds holding KMB

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Investment Management's KMB Position: Q3 2019 in Review

Advantage Investment Management reduced its Kimberly-Clark (KMB) stake by 4.4% in Q3 2019, selling an estimated $5.22K and leaving 818 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #212.

Advantage Investment Management first reported a position in KMB in Q4 2014 and has held it in 20 quarters since. The position peaked at $204K in Q4 2015. 1,490 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Advantage Investment Management held 818 shares of Kimberly-Clark worth $116K as of Q3 2019.
  • Advantage Investment Management sold 38 Kimberly-Clark shares in Q3 2019, an estimated $5.22K.
  • Kimberly-Clark made up 0.09% of Advantage Investment Management's portfolio in Q3 2019, its #212 holding.
  • Advantage Investment Management first reported a position in Kimberly-Clark in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Kimberly-Clark position peaked at $204K in Q4 2015.
  • 1,490 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.