James Investment Research’s Kimberly-Clark KMB Stock Holding History

James Investment Research’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	-7,464	Closed	-$1.1M	–	525
2020 Q3	$1.1M	Sell	7,464 -80	-1%	-$12K	0.1%	151
2020 Q2	$1.07M	Buy	+7,544	New	+$1.04M	0.1%	152
2017 Q1	–	Sell	-829	Closed	-$95K	–	680
2016 Q4	$95K	Hold	829	–	–	﹤0.01%	363
2016 Q3	$105K	Hold	829	–	–	﹤0.01%	353
2016 Q2	$114K	Buy	829 +29	+4%	+$3.79K	﹤0.01%	320
2016 Q1	$108K	Hold	800	–	–	﹤0.01%	302
2015 Q4	$102K	Hold	800	–	–	﹤0.01%	313
2015 Q3	$87K	Hold	800	–	–	﹤0.01%	313
2015 Q2	$85K	Sell	800 -100	-11%	-$10.9K	﹤0.01%	333
2015 Q1	$96K	Sell	900 -1,865	-67%	-$206K	﹤0.01%	348
2014 Q4	$319K	Sell	2,765 -674	-20%	-$74.8K	0.01%	292
2014 Q3	$355K	Sell	3,439 -6,628	-66%	-$690K	0.01%	290
2014 Q2	$1.07M	Sell	10,067 -178	-2%	-$18.9K	0.03%	209
2014 Q1	$1.08M	Sell	10,245 -308	-3%	-$31.9K	0.03%	218
2013 Q4	$1.06M	Sell	10,553 -5,212	-33%	-$520K	0.03%	228
2013 Q3	$1.42M	Sell	15,765 -1,580	-9%	-$146K	0.05%	193
2013 Q2	$1.62M	Buy	+17,345	New	+$1.67M	0.07%	171

Other funds holding KMB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return