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Beacon Trust’s Kimberly-Clark KMB Stock Holding History

Beacon Trust’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
2017
Q1 		$1.68M Sell
12,632
-1,445
-10% -$182K 0.26% 92
2016
Q4 		$1.61M Sell
14,077
-21,179
-60% -$2.46M 0.26% 97
2016
Q3 		$4.45M Sell
35,256
-9,668
-22% -$1.25M 0.75% 54
2016
Q2 		$6.18M Buy
44,924
+419
+0.9% +$54.8K 1.05% 35
2016
Q1 		$5.99M Buy
44,505
+1,749
+4% +$228K 1.04% 32
2015
Q4 		$5.44M Buy
42,756
+2,781
+7% +$334K 0.95% 38
2015
Q3 		$4.36M Buy
39,975
+3,311
+9% +$365K 0.77% 46
2015
Q2 		$3.89M Buy
36,664
+18,600
+103% +$2.03M 0.63% 57
2015
Q1 		$1.94M Sell
18,064
-1,609
-8% -$178K 0.29% 90
2014
Q4 		$2.27M Sell
19,673
-1,528
-7% -$170K 0.35% 77
2014
Q3 		$2.19M Sell
21,201
-1,030
-5% -$107K 0.36% 78
2014
Q2 		$2.37M Sell
22,231
-2,211
-9% -$235K 0.39% 78
2014
Q1 		$2.58M Sell
24,442
-5,265
-18% -$545K 0.44% 71
2013
Q4 		$2.98M Sell
29,707
-919
-3% -$91.7K 0.51% 69
2013
Q3 		$2.77M Buy
30,626
+1,986
+7% +$184K 0.51% 69
2013
Q2 		$2.67M Buy
+28,640
New +$2.76M 0.51% 70

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Beacon Trust's KMB Position: Q1 2017 in Review

Beacon Trust reduced its Kimberly-Clark (KMB) stake by 10% in Q1 2017, selling an estimated $182K and leaving 12,632 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #92.

Beacon Trust first reported a position in KMB in Q2 2013 and has held it in 16 quarters since. The position peaked at $6.18M in Q2 2016. 1,329 funds tracked by Wall St. Rank hold KMB as of Q1 2017.

  • Beacon Trust held 12,632 shares of Kimberly-Clark worth $1.68M as of Q1 2017.
  • Beacon Trust sold 1,445 Kimberly-Clark shares in Q1 2017, an estimated $182K.
  • Kimberly-Clark made up 0.26% of Beacon Trust's portfolio in Q1 2017, its #92 holding.
  • Beacon Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 16 quarters since.
  • Beacon Trust's Kimberly-Clark position peaked at $6.18M in Q2 2016.
  • 1,329 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.