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Affinity Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Affinity Investment Advisors’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
2021
Q2 		– Sell
-1,750
Closed -$243K – 166
2021
Q1 		$243K Hold
1,750
– – 0.09% 143
2020
Q4 		$236K Sell
1,750
-672
-28% -$94.1K 0.1% 144
2020
Q3 		$358K Buy
2,422
+210
+9% +$31.5K 0.16% 122
2020
Q2 		$313K Buy
2,212
+167
+8% +$23.1K 0.15% 121
2020
Q1 		$261K Buy
+2,045
New +$283K 0.13% 120
2016
Q1 		– Sell
-2,250
Closed -$286K – 166
2015
Q4 		$286K Buy
+2,250
New +$270K 0.02% 133
2013
Q3 		– Sell
-2,759
Closed -$257K – 95
2013
Q2 		$257K Buy
+2,759
New +$266K 0.02% 113

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Investment Advisors's KMB Position: Q2 2021 in Review

Affinity Investment Advisors sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 1,750 shares — an estimated $243K sold.

Affinity Investment Advisors first reported a position in KMB in Q2 2013 and held it in 7 quarters. The position peaked at $358K in Q3 2020. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Affinity Investment Advisors reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,750 Kimberly-Clark shares in Q2 2021, an estimated $243K.
  • Affinity Investment Advisors first reported a position in Kimberly-Clark in Q2 2013 and held it in 7 quarters.
  • Affinity Investment Advisors's Kimberly-Clark position peaked at $358K in Q3 2020.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Affinity Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.