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Berman Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Berman Capital 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
Q3 		$136K Buy
1,035
+179
+21% +$24.3K 0.02% 356
2021
Q2 		$114K Buy
856
+70
+9% +$9.34K 0.02% 345
2021
Q1 		$108K Buy
786
+158
+25% +$21K 0.02% 288
2020
Q4 		$83K Buy
628
+206
+49% +$28.8K 0.02% 286
2020
Q3 		$61K Hold
422
– – 0.02% 299
2020
Q2 		$59K Sell
422
-100
-19% -$13.8K 0.02% 297
2020
Q1 		$65K Buy
522
+198
+61% +$27.4K 0.02% 252
2019
Q4 		$44K Buy
324
+1
+0.3% +$135 0.01% 344
2019
Q3 		$45K Sell
323
-45
-12% -$6.18K 0.01% 324
2019
Q2 		$49K Buy
368
+75
+26% +$9.67K 0.02% 306
2019
Q1 		$35K Buy
293
+61
+26% +$7.09K 0.01% 336
2018
Q4 		$25K Sell
232
-2,946
-93% -$327K 0.01% 345
2018
Q3 		$361K Hold
3,178
– – 0.15% 68
2018
Q2 		$334K Sell
3,178
-114
-3% -$11.8K 0.12% 77
2018
Q1 		$363K Sell
3,292
-913
-22% -$104K 0.14% 69
2017
Q4 		$507K Buy
+4,205
New +$490K 0.17% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's KMB Position: Q3 2021 in Review

Berman Capital Advisors increased its Kimberly-Clark (KMB) stake by 21% in Q3 2021, buying an estimated $24.3K and bringing the position to 1,035 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #356.

Berman Capital Advisors first reported a position in KMB in Q4 2017 and has held it in 16 quarters since. The position peaked at $507K in Q4 2017. 1,538 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Berman Capital Advisors held 1,035 shares of Kimberly-Clark worth $136K as of Q3 2021.
  • Berman Capital Advisors bought 179 Kimberly-Clark shares in Q3 2021, an estimated $24.3K.
  • Kimberly-Clark made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #356 holding.
  • Berman Capital Advisors first reported a position in Kimberly-Clark in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Kimberly-Clark position peaked at $507K in Q4 2017.
  • 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.