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Epstein & White Financial’s Kimberly-Clark KMB Stock Holding History

Epstein & White Financial’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
Q3 		– Sell
-3,883
Closed -$480K – 77
2019
Q2 		$480K Sell
3,883
-1,247
-24% -$161K 0.26% 41
2019
Q1 		$621K Buy
5,130
+3,185
+164% +$370K 0.36% 31
2018
Q4 		$212K Buy
1,945
+33
+2% +$3.66K 0.13% 78
2018
Q3 		$208K Sell
1,912
-615
-24% -$69K 0.14% 87
2018
Q2 		$277K Sell
2,527
-421
-14% -$43.7K 0.21% 79
2018
Q1 		$335K Sell
2,948
-69
-2% -$7.86K 0.22% 74
2017
Q4 		$346K Buy
+3,017
New +$352K 0.2% 71

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's KMB Position: Q3 2019 in Review

Epstein & White Financial sold out of Kimberly-Clark (KMB) in Q3 2019, closing a stake of 3,883 shares — an estimated $480K sold.

Epstein & White Financial first reported a position in KMB in Q4 2017 and held it in 7 quarters. The position peaked at $621K in Q1 2019. 1,490 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Epstein & White Financial reported no remaining Kimberly-Clark position as of Q3 2019 after selling out during the quarter.
  • Epstein & White Financial sold 3,883 Kimberly-Clark shares in Q3 2019, an estimated $480K.
  • Epstein & White Financial first reported a position in Kimberly-Clark in Q4 2017 and held it in 7 quarters.
  • Epstein & White Financial's Kimberly-Clark position peaked at $621K in Q1 2019.
  • 1,490 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Epstein & White Financial's 13F filing for Q3 2019, filed 15 Oct 2019.