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Cedar Brook Financial Partners’s Kimberly-Clark KMB Stock Holding History

Cedar Brook Financial Partners’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
-1,543
Closed -$228K – 332
2020
Q3 		$228K Buy
1,543
+35
+2% +$5.26K 0.09% 247
2020
Q2 		$213K Buy
+1,508
New +$208K 0.09% 246
2019
Q4 		– Sell
-1,729
Closed -$246K – 310
2019
Q3 		$246K Sell
1,729
-11
-0.6% -$1.51K 0.11% 232
2019
Q2 		$232K Sell
1,740
-5
-0.3% -$645 0.11% 253
2019
Q1 		$216K Sell
1,745
-294
-14% -$34.2K 0.11% 260
2018
Q4 		$232K Buy
+2,039
New +$226K 0.14% 199

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

Cedar Brook Financial Partners's KMB Position: Q4 2020 in Review

Cedar Brook Financial Partners sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 1,543 shares — an estimated $228K sold.

Cedar Brook Financial Partners first reported a position in KMB in Q4 2018 and held it in 6 quarters. The position peaked at $246K in Q3 2019. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • Cedar Brook Financial Partners reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,543 Kimberly-Clark shares in Q4 2020, an estimated $228K.
  • Cedar Brook Financial Partners first reported a position in Kimberly-Clark in Q4 2018 and held it in 6 quarters.
  • Cedar Brook Financial Partners's Kimberly-Clark position peaked at $246K in Q3 2019.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2020, filed 12 Feb 2021.