HB
KMB icon

Homrich & Berg’s Kimberly-Clark KMB Stock Holding History

Homrich & Berg’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
Q3 		$611K Sell
4,616
-218
-5% -$29.6K 0.01% 276
2021
Q2 		$647K Sell
4,834
-424
-8% -$56.6K 0.02% 266
2021
Q1 		$731K Sell
5,258
-5,145
-49% -$683K 0.02% 236
2020
Q4 		$1.4M Sell
10,403
-2,049
-16% -$287K 0.04% 162
2020
Q3 		$1.84M Buy
12,452
+443
+4% +$66.5K 0.06% 101
2020
Q2 		$1.7M Sell
12,009
-1,788
-13% -$247K 0.07% 92
2020
Q1 		$1.76M Sell
13,797
-808
-6% -$112K 0.1% 71
2019
Q4 		$2.01M Sell
14,605
-540
-4% -$73K 0.09% 87
2019
Q3 		$2.15M Buy
15,145
+1,177
+8% +$162K 0.11% 75
2019
Q2 		$1.86M Sell
13,968
-732
-5% -$94.4K 0.1% 80
2019
Q1 		$1.82M Buy
14,700
+2,210
+18% +$257K 0.09% 73
2018
Q4 		$1.42M Sell
12,490
-67
-0.5% -$7.43K 0.08% 88
2018
Q3 		$1.43M Buy
12,557
+330
+3% +$37K 0.09% 94
2018
Q2 		$1.29M Sell
12,227
-2,104
-15% -$219K 0.09% 97
2018
Q1 		$1.58M Buy
14,331
+7,373
+106% +$839K 0.11% 96
2017
Q4 		$840K Buy
6,958
+2,891
+71% +$337K 0.06% 141
2017
Q3 		$479K Buy
4,067
+2
+0% +$244 0.04% 195
2017
Q2 		$525K Buy
+4,065
New +$529K 0.05% 166
2016
Q2 		– Sell
-6,974
Closed -$938K – 273
2016
Q1 		$938K Sell
6,974
-181
-3% -$23.5K 0.09% 81
2015
Q4 		$911K Sell
7,155
-835
-10% -$100K 0.08% 87
2015
Q3 		$871K Sell
7,990
-3
-0% -$331 0.09% 85
2015
Q2 		$847K Sell
7,993
-330
-4% -$35.9K 0.08% 93
2015
Q1 		$892K Buy
8,323
+134
+2% +$14.8K 0.09% 95
2014
Q4 		$946K Sell
8,189
-142
-2% -$15.8K 0.1% 89
2014
Q3 		$859K Sell
8,331
-193
-2% -$20.1K 0.09% 98
2014
Q2 		$909K Sell
8,524
-288
-3% -$30.6K 0.1% 80
2014
Q1 		$932K Sell
8,812
-17
-0.2% -$1.76K 0.12% 79
2013
Q4 		$884K Buy
+8,829
New +$881K 0.12% 72
2013
Q3 		– Sell
-8,057
Closed -$756K – 135
2013
Q2 		$756K Buy
+8,057
New +$777K 0.14% 68

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Homrich & Berg's KMB Position: Q3 2021 in Review

Homrich & Berg reduced its Kimberly-Clark (KMB) stake by 4.5% in Q3 2021, selling an estimated $29.6K and leaving 4,616 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #276.

Homrich & Berg first reported a position in KMB in Q2 2013 and has held it in 29 quarters since. The position peaked at $2.15M in Q3 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Homrich & Berg held 4,616 shares of Kimberly-Clark worth $611K as of Q3 2021.
  • Homrich & Berg sold 218 Kimberly-Clark shares in Q3 2021, an estimated $29.6K.
  • Kimberly-Clark made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #276 holding.
  • Homrich & Berg first reported a position in Kimberly-Clark in Q2 2013 and has held it in 29 quarters since.
  • Homrich & Berg's Kimberly-Clark position peaked at $2.15M in Q3 2019.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.