DLCIG
KMB icon

D.L. Carlson Investment Group’s Kimberly-Clark KMB Stock Holding History

D.L. Carlson Investment Group’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
2014
Q1 		– Sell
-17,183
Closed -$1.72M – 128
2013
Q4 		$1.72M Sell
17,183
-1,591
-8% -$159K 0.63% 61
2013
Q3 		$1.7M Sell
18,774
-3,703
-16% -$343K 0.65% 57
2013
Q2 		$2.09M Buy
+22,477
New +$2.17M 0.84% 50

Other funds holding KMB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

D.L. Carlson Investment Group's KMB Position: Q1 2014 in Review

D.L. Carlson Investment Group sold out of Kimberly-Clark (KMB) in Q1 2014, closing a stake of 17,183 shares — an estimated $1.72M sold.

D.L. Carlson Investment Group first reported a position in KMB in Q2 2013 and held it in 3 quarters. The position peaked at $2.09M in Q2 2013. 1,134 funds tracked by Wall St. Rank hold KMB as of Q1 2014.

  • D.L. Carlson Investment Group reported no remaining Kimberly-Clark position as of Q1 2014 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 17,183 Kimberly-Clark shares in Q1 2014, an estimated $1.72M.
  • D.L. Carlson Investment Group first reported a position in Kimberly-Clark in Q2 2013 and held it in 3 quarters.
  • D.L. Carlson Investment Group's Kimberly-Clark position peaked at $2.09M in Q2 2013.
  • 1,134 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2014.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2014, filed 6 May 2014.