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FormulaFolio Investments’s Kimberly-Clark KMB Stock Holding History

FormulaFolio Investments’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
Q2 		$12K Buy
87
+23
+36% +$3.07K ﹤0.01% 234
2021
Q1 		$9K Sell
64
-4,011
-98% -$532K ﹤0.01% 287
2020
Q4 		$549K Buy
4,075
+2,472
+154% +$346K 0.01% 426
2020
Q3 		$237K Buy
1,603
+156
+11% +$23.4K 0.01% 278
2020
Q2 		$205K Buy
+1,447
New +$200K 0.01% 278
2020
Q1 		– Sell
-1,523
Closed -$210K – 334
2019
Q4 		$210K Buy
1,523
+87
+6% +$11.8K 0.01% 345
2019
Q3 		$204K Buy
+1,436
New +$197K 0.01% 327
2018
Q2 		– Sell
-3,333
Closed -$367K – 317
2018
Q1 		$367K Sell
3,333
-129
-4% -$14.7K 0.02% 209
2017
Q4 		$418K Sell
3,462
-262
-7% -$30.6K 0.03% 183
2017
Q3 		$438K Buy
3,724
+101
+3% +$12.3K 0.03% 150
2017
Q2 		$468K Buy
3,623
+404
+13% +$52.6K 0.04% 132
2017
Q1 		$424K Buy
3,219
+105
+3% +$13.2K 0.05% 126
2016
Q4 		$355K Sell
3,114
-7,392
-70% -$858K 0.05% 126
2016
Q3 		$1.32M Buy
+10,506
New +$1.36M 0.2% 39

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's KMB Position: Q2 2021 in Review

FormulaFolio Investments increased its Kimberly-Clark (KMB) stake by 36% in Q2 2021, buying an estimated $3.07K and bringing the position to 87 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

FormulaFolio Investments first reported a position in KMB in Q3 2016 and has held it in 14 quarters since. The position peaked at $1.32M in Q3 2016. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • FormulaFolio Investments held 87 shares of Kimberly-Clark worth $12K as of Q2 2021.
  • FormulaFolio Investments bought 23 Kimberly-Clark shares in Q2 2021, an estimated $3.07K.
  • Kimberly-Clark made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #234 holding.
  • FormulaFolio Investments first reported a position in Kimberly-Clark in Q3 2016 and has held it in 14 quarters since.
  • FormulaFolio Investments's Kimberly-Clark position peaked at $1.32M in Q3 2016.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.