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Genesee Valley Trust’s Kimberly-Clark KMB Stock Holding History

Genesee Valley Trust’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
2018
Q1 		$544K Buy
4,902
+2,683
+121% +$305K 0.22% 78
2017
Q4 		$268K Sell
2,219
-1
-0% -$117 0.11% 163
2017
Q3 		$261K Sell
2,220
-185
-8% -$22.6K 0.11% 163
2017
Q2 		$311K Sell
2,405
-140
-6% -$18.2K 0.13% 146
2017
Q1 		$335 Buy
2,545
+15
+0.6% +$1.89K 0.23% 137
2016
Q4 		$288 Buy
2,530
+160
+7% +$18.6K 0.2% 147
2016
Q3 		$299K Hold
2,370
– – 0.18% 176
2016
Q2 		$326K Buy
2,370
+115
+5% +$15.1K 0.21% 154
2016
Q1 		$303K Sell
2,255
-10
-0.4% -$1.3K 0.2% 164
2015
Q4 		$288K Sell
2,265
-195
-8% -$23.4K 0.19% 178
2015
Q3 		$268K Sell
2,460
-10
-0.4% -$1.1K 0.18% 188
2015
Q2 		$262K Sell
2,470
-100
-4% -$10.9K 0.17% 205
2015
Q1 		$275K Sell
2,570
-70
-3% -$7.73K 0.17% 203
2014
Q4 		$305K Sell
2,640
-129
-5% -$14.3K 0.2% 154
2014
Q3 		$286K Buy
2,769
+130
+5% +$13.5K 0.18% 206
2014
Q2 		$281K Sell
2,639
-21
-0.8% -$2.23K 0.17% 215
2014
Q1 		$281K Buy
2,660
+94
+4% +$9.73K 0.18% 198
2013
Q4 		$257K Sell
2,566
-36
-1% -$3.59K 0.17% 218
2013
Q3 		$235K Sell
2,602
-42
-2% -$3.89K 0.17% 231
2013
Q2 		$246K Buy
+2,644
New +$255K 0.19% 202

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genesee Valley Trust's KMB Position: Q1 2018 in Review

Genesee Valley Trust increased its Kimberly-Clark (KMB) stake by 121% in Q1 2018, buying an estimated $305K and bringing the position to 4,902 shares worth $544K. The position accounts for 0.22% of the portfolio, ranked #78.

Genesee Valley Trust first reported a position in KMB in Q2 2013 and has held it in 20 quarters since. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

  • Genesee Valley Trust held 4,902 shares of Kimberly-Clark worth $544K as of Q1 2018.
  • Genesee Valley Trust bought 2,683 Kimberly-Clark shares in Q1 2018, an estimated $305K.
  • Kimberly-Clark made up 0.22% of Genesee Valley Trust's portfolio in Q1 2018, its #78 holding.
  • Genesee Valley Trust first reported a position in Kimberly-Clark in Q2 2013 and has held it in 20 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on Genesee Valley Trust's 13F filing for Q1 2018, filed 3 Apr 2018.