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CSat Investment Advisory’s Kimberly-Clark KMB Stock Holding History

CSat Investment Advisory’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
Q1 		$19K Buy
136
+43
+46% +$5.71K 0.02% 388
2020
Q4 		$13K Sell
93
-1,934
-95% -$271K 0.01% 406
2020
Q3 		$300K Buy
2,027
+149
+8% +$22.4K 0.03% 222
2020
Q2 		$265K Buy
1,878
+474
+34% +$65.4K 0.03% 263
2020
Q1 		$180K Buy
1,404
+558
+66% +$77.2K 0.04% 257
2019
Q4 		$116K Buy
846
+249
+42% +$33.7K 0.03% 332
2019
Q3 		$85K Buy
597
+70
+13% +$9.62K 0.03% 353
2019
Q2 		$71K Buy
527
+466
+764% +$60.1K 0.03% 366
2019
Q1 		$8K Buy
61
+8
+15% +$930 ﹤0.01% 461
2018
Q4 		$6K Buy
53
+8
+18% +$888 ﹤0.01% 471
2018
Q3 		$5K Sell
45
-1
-2% -$112 ﹤0.01% 465
2018
Q2 		$5K Buy
+46
New +$4.78K ﹤0.01% 455

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSat Investment Advisory's KMB Position: Q1 2021 in Review

CSat Investment Advisory increased its Kimberly-Clark (KMB) stake by 46% in Q1 2021, buying an estimated $5.71K and bringing the position to 136 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #388.

CSat Investment Advisory first reported a position in KMB in Q2 2018 and has held it in 12 quarters since. The position peaked at $300K in Q3 2020. 1,618 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • CSat Investment Advisory held 136 shares of Kimberly-Clark worth $19K as of Q1 2021.
  • CSat Investment Advisory bought 43 Kimberly-Clark shares in Q1 2021, an estimated $5.71K.
  • Kimberly-Clark made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #388 holding.
  • CSat Investment Advisory first reported a position in Kimberly-Clark in Q2 2018 and has held it in 12 quarters since.
  • CSat Investment Advisory's Kimberly-Clark position peaked at $300K in Q3 2020.
  • 1,618 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.