Analytic Investors’s Kimberly-Clark KMB Stock Holding History

Analytic Investors’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
2016 Q3	$221M	Buy	1,749,167 +285,646	+20%	+$36.9M	2.47%	4
2016 Q2	$201M	Buy	1,463,521 +421,145	+40%	+$55.1M	2.38%	6
2016 Q1	$140M	Sell	1,042,376 -115,835	-10%	-$15.1M	1.71%	10
2015 Q4	$147M	Buy	1,158,211 +158,218	+16%	+$19M	1.84%	10
2015 Q3	$109M	Buy	999,993 +366,828	+58%	+$40.4M	1.46%	18
2015 Q2	$67.1M	Buy	633,165 +134,575	+27%	+$14.7M	0.94%	33
2015 Q1	$53.4M	Buy	498,590 +75,158	+18%	+$8.3M	0.73%	43
2014 Q4	$48.9M	Sell	423,432 -110,187	-21%	-$12.2M	0.7%	38
2014 Q3	$55M	Buy	533,619 +141,185	+36%	+$14.7M	0.79%	36
2014 Q2	$41.8M	Sell	392,434 -171,001	-30%	-$18.2M	0.68%	46
2014 Q1	$59.6M	Sell	563,435 -211,035	-27%	-$21.9M	0.91%	34
2013 Q4	$77.6M	Sell	774,470 -276,642	-26%	-$27.6M	1.28%	20
2013 Q3	$95M	Sell	1,051,112 -83,810	-7%	-$7.76M	1.53%	13
2013 Q2	$106M	Buy	+1,134,922	New	+$109M	1.75%	6

Other funds holding KMB

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Analytic Investors's KMB Position: Q3 2016 in Review

Analytic Investors increased its Kimberly-Clark (KMB) stake by 20% in Q3 2016, buying an estimated $36.9M and bringing the position to 1,749,167 shares worth $221M. The position accounts for 2.47% of the portfolio, ranked #4.

Analytic Investors first reported a position in KMB in Q2 2013 and has held it in 14 quarters since. 1,268 funds tracked by Wall St. Rank hold KMB as of Q3 2016.

Analytic Investors held 1,749,167 shares of Kimberly-Clark worth $221M as of Q3 2016.
Analytic Investors bought 285,646 Kimberly-Clark shares in Q3 2016, an estimated $36.9M.
Kimberly-Clark made up 2.47% of Analytic Investors's portfolio in Q3 2016, its #4 holding.
Analytic Investors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 14 quarters since.
1,268 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.