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Burgundy Asset Management’s Kimberly-Clark KMB Stock Holding History

Burgundy Asset 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
2018
Q3 		– Sell
-554,878
Closed -$58.5M – 105
2018
Q2 		$58.5M Buy
554,878
+84,056
+18% +$8.73M 0.57% 52
2018
Q1 		$51.9M Sell
470,822
-13,141
-3% -$1.5M 0.49% 54
2017
Q4 		$58.4M Buy
483,963
+12,342
+3% +$1.44M 0.53% 51
2017
Q3 		$55.5M Buy
471,621
+2,049
+0.4% +$250K 0.52% 51
2017
Q2 		$60.6M Buy
469,572
+7,353
+2% +$957K 0.57% 47
2017
Q1 		$60.8M Sell
462,219
-23,405
-5% -$2.95M 0.59% 49
2016
Q4 		$55.4M Buy
+485,624
New +$56.4M 0.52% 55

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burgundy Asset Management's KMB Position: Q3 2018 in Review

Burgundy Asset Management sold out of Kimberly-Clark (KMB) in Q3 2018, closing a stake of 554,878 shares — an estimated $58.5M sold.

Burgundy Asset Management first reported a position in KMB in Q4 2016 and held it in 7 quarters. The position peaked at $60.8M in Q1 2017. 1,362 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Burgundy Asset Management reported no remaining Kimberly-Clark position as of Q3 2018 after selling out during the quarter.
  • Burgundy Asset Management sold 554,878 Kimberly-Clark shares in Q3 2018, an estimated $58.5M.
  • Burgundy Asset Management first reported a position in Kimberly-Clark in Q4 2016 and held it in 7 quarters.
  • Burgundy Asset Management's Kimberly-Clark position peaked at $60.8M in Q1 2017.
  • 1,362 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Burgundy Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.