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Kaizen Advisory’s Kimberly-Clark KMB Stock Holding History

Kaizen Advisory’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
Q4 		$109K Buy
958
+151
+19% +$16.8K 0.08% 214
2018
Q3 		$92K Hold
807
– – 0.05% 242
2018
Q2 		$85K Buy
807
+465
+136% +$48.3K 0.04% 244
2018
Q1 		$38K Hold
342
– – 0.04% 230
2017
Q4 		$41K Buy
+342
New +$39.9K 0.02% 216

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kaizen Advisory's KMB Position: Q4 2018 in Review

Kaizen Advisory increased its Kimberly-Clark (KMB) stake by 19% in Q4 2018, buying an estimated $16.8K and bringing the position to 958 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #214.

Kaizen Advisory first reported a position in KMB in Q4 2017 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold KMB as of Q4 2018.

  • Kaizen Advisory held 958 shares of Kimberly-Clark worth $109K as of Q4 2018.
  • Kaizen Advisory bought 151 Kimberly-Clark shares in Q4 2018, an estimated $16.8K.
  • Kimberly-Clark made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #214 holding.
  • Kaizen Advisory first reported a position in Kimberly-Clark in Q4 2017 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.