Icon Advisers’s Kimberly-Clark KMB Stock Holding History

Icon Advisers’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 Q3	–	Sell	-1,500	Closed	-$212K	–	206
2020 Q2	$212K	Buy	+1,500	New	+$207K	0.04%	230
2019 Q4	–	Sell	-1,900	Closed	-$270K	–	290
2019 Q3	$270K	Hold	1,900	–	–	0.04%	283
2019 Q2	$253K	Buy	+1,900	New	+$245K	0.02%	295
2017 Q1	–	Sell	-16,700	Closed	-$1.91M	–	409
2016 Q4	$1.91M	Hold	16,700	–	–	0.13%	208
2016 Q3	$2.11M	Buy	16,700 +4,500	+37%	+$582K	0.14%	198
2016 Q2	$1.68M	Buy	+12,200	New	+$1.6M	0.11%	209
2014 Q3	–	Sell	-2,920	Closed	-$311K	–	335
2014 Q2	$311K	Sell	2,920 -6,154	-68%	-$654K	0.02%	310
2014 Q1	$959K	Sell	9,074 -835	-8%	-$86.5K	0.07%	200
2013 Q4	$992K	Sell	9,909 -4,172	-30%	-$416K	0.07%	181
2013 Q3	$1.27M	Buy	14,081 +8,032	+133%	+$744K	0.1%	173
2013 Q2	$563K	Buy	+6,049	New	+$584K	0.04%	271

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Icon Advisers's KMB Position: Q3 2020 in Review

Icon Advisers sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 1,500 shares — an estimated $212K sold.

Icon Advisers first reported a position in KMB in Q2 2013 and held it in 11 quarters. The position peaked at $2.11M in Q3 2016. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

Icon Advisers reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
Icon Advisers sold 1,500 Kimberly-Clark shares in Q3 2020, an estimated $212K.
Icon Advisers first reported a position in Kimberly-Clark in Q2 2013 and held it in 11 quarters.
Icon Advisers's Kimberly-Clark position peaked at $2.11M in Q3 2016.
1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Icon Advisers's 13F filing for Q3 2020, filed 5 Nov 2020.