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Eagle Ridge Investment Management’s Kimberly-Clark KMB Stock Holding History

Eagle Ridge Investment 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
2019
Q2 		– Sell
-1,723
Closed -$213K – 160
2019
Q1 		$213K Buy
+1,723
New +$200K 0.03% 154
2018
Q4 		– Sell
-2,163
Closed -$246K – 169
2018
Q3 		$246K Hold
2,163
– – 0.04% 151
2018
Q2 		$228K Hold
2,163
– – 0.03% 154
2018
Q1 		$238K Hold
2,163
– – 0.04% 157
2017
Q4 		$261K Hold
2,163
– – 0.04% 153
2017
Q3 		$255K Buy
+2,163
New +$264K 0.04% 146

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Eagle Ridge Investment Management's KMB Position: Q2 2019 in Review

Eagle Ridge Investment Management sold out of Kimberly-Clark (KMB) in Q2 2019, closing a stake of 1,723 shares — an estimated $213K sold.

Eagle Ridge Investment Management first reported a position in KMB in Q3 2017 and held it in 6 quarters. The position peaked at $261K in Q4 2017. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

  • Eagle Ridge Investment Management reported no remaining Kimberly-Clark position as of Q2 2019 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,723 Kimberly-Clark shares in Q2 2019, an estimated $213K.
  • Eagle Ridge Investment Management first reported a position in Kimberly-Clark in Q3 2017 and held it in 6 quarters.
  • Eagle Ridge Investment Management's Kimberly-Clark position peaked at $261K in Q4 2017.
  • 1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2019, filed 1 Aug 2019.