AFM
KMB icon

Andesa Financial Management’s Kimberly-Clark KMB Stock Holding History

Andesa Financial 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
2020
Q4 		– Sell
-1,418
Closed -$209K – 128
2020
Q3 		$209K Buy
+1,418
New +$213K 0.09% 127
2019
Q3 		– Sell
-1,592
Closed -$213K – 109
2019
Q2 		$213K Sell
1,592
-1,912
-55% -$247K 0.2% 102
2019
Q1 		$436K Buy
+3,504
New +$407K 0.22% 100

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Andesa Financial Management's KMB Position: Q4 2020 in Review

Andesa Financial Management sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 1,418 shares — an estimated $209K sold.

Andesa Financial Management first reported a position in KMB in Q1 2019 and held it in 3 quarters. The position peaked at $436K in Q1 2019. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • Andesa Financial Management reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • Andesa Financial Management sold 1,418 Kimberly-Clark shares in Q4 2020, an estimated $209K.
  • Andesa Financial Management first reported a position in Kimberly-Clark in Q1 2019 and held it in 3 quarters.
  • Andesa Financial Management's Kimberly-Clark position peaked at $436K in Q1 2019.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on Andesa Financial Management's 13F filing for Q4 2020, filed 11 Feb 2021.