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Goelzer Investment Management’s Kimberly-Clark KMB Stock Holding History

Goelzer 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
2020
Q4 		– Sell
-4,862
Closed -$718K – 226
2020
Q3 		$718K Hold
4,862
– – 0.07% 175
2020
Q2 		$687K Sell
4,862
-175
-3% -$24.2K 0.07% 169
2020
Q1 		$644K Sell
5,037
-11
-0.2% -$1.52K 0.07% 174
2019
Q4 		$694K Sell
5,048
-46
-0.9% -$6.22K 0.06% 183
2019
Q3 		$724K Sell
5,094
-200
-4% -$27.5K 0.07% 175
2019
Q2 		$706K Hold
5,294
– – 0.07% 178
2019
Q1 		$656K Buy
+5,294
New +$615K 0.06% 190
2017
Q3 		– Sell
-1,599
Closed -$206K – 200
2017
Q2 		$206K Sell
1,599
-50
-3% -$6.5K 0.03% 196
2017
Q1 		$217K Sell
1,649
-632
-28% -$79.7K 0.03% 194
2016
Q4 		$260K Hold
2,281
– – 0.03% 186
2016
Q3 		$288K Hold
2,281
– – 0.04% 182
2016
Q2 		$314K Hold
2,281
– – 0.04% 180
2016
Q1 		$307K Sell
2,281
-202
-8% -$26.3K 0.04% 178
2015
Q4 		$316K Hold
2,483
– – 0.05% 179
2015
Q3 		$271K Sell
2,483
-53
-2% -$5.84K 0.04% 182
2015
Q2 		$269K Hold
2,536
– – 0.04% 185
2015
Q1 		$272K Hold
2,536
– – 0.04% 177
2014
Q4 		$293K Sell
2,536
-151
-6% -$16.8K 0.04% 179
2014
Q3 		$277K Sell
2,687
-104
-4% -$10.8K 0.05% 179
2014
Q2 		$298K Hold
2,791
– – 0.05% 173
2014
Q1 		$295K Sell
2,791
-157
-5% -$16.3K 0.05% 172
2013
Q4 		$295K Hold
2,948
– – 0.05% 174
2013
Q3 		$266K Sell
2,948
-3,051
-51% -$283K 0.05% 167
2013
Q2 		$559K Buy
+5,999
New +$579K 0.06% 165

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goelzer Investment Management's KMB Position: Q4 2020 in Review

Goelzer Investment Management sold out of Kimberly-Clark (KMB) in Q4 2020, closing a stake of 4,862 shares — an estimated $718K sold.

Goelzer Investment Management first reported a position in KMB in Q2 2013 and held it in 24 quarters. The position peaked at $724K in Q3 2019. 1,619 funds tracked by Wall St. Rank hold KMB as of Q4 2020.

  • Goelzer Investment Management reported no remaining Kimberly-Clark position as of Q4 2020 after selling out during the quarter.
  • Goelzer Investment Management sold 4,862 Kimberly-Clark shares in Q4 2020, an estimated $718K.
  • Goelzer Investment Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 24 quarters.
  • Goelzer Investment Management's Kimberly-Clark position peaked at $724K in Q3 2019.
  • 1,619 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2020.

Based on Goelzer Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.