Aperio Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $48.6M | Sell |
360,612
-82,620
| -19% | -$11.6M | 0.14% | 137 |
|
|
2020
Q3 | $65.4M | Buy |
443,232
+59,491
| +16% | +$8.93M | 0.22% | 77 |
|
|
2020
Q2 | $54.2M | Buy |
383,741
+42,702
| +13% | +$5.89M | 0.2% | 95 |
|
|
2020
Q1 | $43.6M | Buy |
341,039
+30,094
| +10% | +$4.16M | 0.19% | 100 |
|
|
2019
Q4 | $42.8M | Buy |
310,945
+11,628
| +4% | +$1.57M | 0.15% | 147 |
|
|
2019
Q3 | $42.5M | Buy |
299,317
+749
| +0.3% | +$103K | 0.17% | 131 |
|
|
2019
Q2 | $39.8M | Buy |
298,568
+3,212
| +1% | +$414K | 0.16% | 131 |
|
|
2019
Q1 | $36.6M | Buy |
295,356
+18,815
| +7% | +$2.19M | 0.16% | 141 |
|
|
2018
Q4 | $31.5M | Buy |
276,541
+23,094
| +9% | +$2.56M | 0.16% | 140 |
|
|
2018
Q3 | $28.8M | Buy |
253,447
+2,680
| +1% | +$301K | 0.13% | 175 |
|
|
2018
Q2 | $26.4M | Sell |
250,767
-18,668
| -7% | -$1.94M | 0.13% | 184 |
|
|
2018
Q1 | $29.7M | Sell |
269,435
-262
| -0.1% | -$29.8K | 0.15% | 163 |
|
|
2017
Q4 | $32.5M | Buy |
269,697
+16,103
| +6% | +$1.88M | 0.17% | 138 |
|
|
2017
Q3 | $29.8M | Sell |
253,594
-532
| -0.2% | -$65K | 0.17% | 135 |
|
|
2017
Q2 | $32.8M | Buy |
254,126
+11,048
| +5% | +$1.44M | 0.2% | 106 |
|
|
2017
Q1 | $32M | Buy |
243,078
+23,659
| +11% | +$2.98M | 0.22% | 97 |
|
|
2016
Q4 | $25M | Sell |
219,419
-6,239
| -3% | -$724K | 0.19% | 111 |
|
|
2016
Q3 | $28.5M | Buy |
225,658
+6,349
| +3% | +$821K | 0.21% | 108 |
|
|
2016
Q2 | $30.2M | Sell |
219,309
-2,076
| -0.9% | -$272K | 0.24% | 98 |
|
|
2016
Q1 | $29.8M | Buy |
221,385
+5,205
| +2% | +$677K | 0.25% | 85 |
|
|
2015
Q4 | $27.5M | Buy |
216,180
+6,961
| +3% | +$836K | 0.25% | 87 |
|
|
2015
Q3 | $22.8M | Buy |
209,219
+9,327
| +5% | +$1.03M | 0.23% | 100 |
|
|
2015
Q2 | $21.2M | Sell |
199,892
-15,067
| -7% | -$1.64M | 0.22% | 107 |
|
|
2015
Q1 | $23M | Sell |
214,959
-12,148
| -5% | -$1.34M | 0.26% | 87 |
|
|
2014
Q4 | $26.2M | Buy |
227,107
+30,516
| +16% | +$3.39M | 0.32% | 62 |
|
|
2014
Q3 | $20.3M | Buy |
196,591
+21,833
| +12% | +$2.27M | 0.27% | 79 |
|
|
2014
Q2 | $18.6M | Buy |
174,758
+9,655
| +6% | +$1.03M | 0.27% | 78 |
|
|
2014
Q1 | $17.5M | Buy |
+165,103
| New | +$17.1M | 0.25% | 74 |
|
|
2013
Q4 | – | Sell |
-139,800
| Closed | -$14M | – | 84 |
|
|
2013
Q3 | $12.6M | Buy |
139,800
+20,148
| +17% | +$1.87M | 0.24% | 83 |
|
|
2013
Q2 | $11.1M | Buy |
+119,652
| New | +$11.5M | 0.26% | 71 |
|
Other funds holding KMB
Aperio Group's KMB Position: Q4 2020 in Review
Aperio Group reduced its Kimberly-Clark (KMB) stake by 19% in Q4 2020, selling an estimated $11.6M and leaving 360,612 shares worth $48.6M. The position accounts for 0.14% of the portfolio, ranked #137.
Aperio Group first reported a position in KMB in Q2 2013 and has held it in 30 quarters since. The position peaked at $65.4M in Q3 2020. 1,620 funds tracked by Wall St. Rank hold KMB as of Q4 2020.
- Aperio Group held 360,612 shares of Kimberly-Clark worth $48.6M as of Q4 2020.
- Aperio Group sold 82,620 Kimberly-Clark shares in Q4 2020, an estimated $11.6M.
- Kimberly-Clark made up 0.14% of Aperio Group's portfolio in Q4 2020, its #137 holding.
- Aperio Group first reported a position in Kimberly-Clark in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Kimberly-Clark position peaked at $65.4M in Q3 2020.
- 1,620 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.