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Kelman-Lazarov Inc’s Kimberly-Clark KMB Stock Holding History

Kelman-Lazarov Inc’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
Q1 		– Sell
-2,501
Closed -$344K – 84
2019
Q4 		$344K Hold
2,501
– – 0.15% 74
2019
Q3 		$355K Sell
2,501
-75
-3% -$10.3K 0.17% 71
2019
Q2 		$343K Sell
2,576
-425
-14% -$54.8K 0.18% 71
2019
Q1 		$372K Sell
3,001
-225
-7% -$26.1K 0.2% 71
2018
Q4 		$368K Sell
3,226
-200
-6% -$22.2K 0.23% 72
2018
Q3 		$389K Sell
3,426
-954
-22% -$107K 0.23% 78
2018
Q2 		$461K Sell
4,380
-600
-12% -$62.3K 0.25% 80
2018
Q1 		$548K Sell
4,980
-200
-4% -$22.8K 0.29% 74
2017
Q4 		$625K Sell
5,180
-186
-3% -$21.7K 0.32% 74
2017
Q3 		$631K Sell
5,366
-94
-2% -$11.5K 0.33% 75
2017
Q2 		$705K Buy
5,460
+170
+3% +$22.1K 0.39% 70
2017
Q1 		$696K Sell
5,290
-425
-7% -$53.6K 0.45% 63
2016
Q4 		$652K Sell
5,715
-200
-3% -$23.2K 0.37% 70
2016
Q3 		$728K Sell
5,915
-291
-5% -$37.6K 0.41% 66
2016
Q2 		$850K Sell
6,206
-25
-0.4% -$3.27K 0.49% 63
2016
Q1 		$849K Buy
+6,231
New +$811K 0.5% 60

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kelman-Lazarov Inc's KMB Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Kimberly-Clark (KMB) in Q1 2020, closing a stake of 2,501 shares — an estimated $344K sold.

Kelman-Lazarov Inc first reported a position in KMB in Q1 2016 and held it in 16 quarters. The position peaked at $850K in Q2 2016. 1,525 funds tracked by Wall St. Rank hold KMB as of Q1 2020.

  • Kelman-Lazarov Inc reported no remaining Kimberly-Clark position as of Q1 2020 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,501 Kimberly-Clark shares in Q1 2020, an estimated $344K.
  • Kelman-Lazarov Inc first reported a position in Kimberly-Clark in Q1 2016 and held it in 16 quarters.
  • Kelman-Lazarov Inc's Kimberly-Clark position peaked at $850K in Q2 2016.
  • 1,525 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.