KIG
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Kovitz Investment Group’s Kimberly-Clark KMB Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$296K Sell
2,324
-60
-3% -$7.2K 0.02% 114
2015
Q3 		$260K Sell
2,384
-1,000
-30% -$110K 0.02% 95
2015
Q2 		$359K Buy
3,384
+300
+10% +$32.7K 0.02% 93
2015
Q1 		$330K Buy
+3,084
New +$341K 0.02% 95

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kovitz Investment Group's KMB Position: Q4 2015 in Review

Kovitz Investment Group reduced its Kimberly-Clark (KMB) stake by 2.5% in Q4 2015, selling an estimated $7.2K and leaving 2,324 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #114.

Kovitz Investment Group first reported a position in KMB in Q1 2015 and has held it in 4 quarters since. The position peaked at $359K in Q2 2015. 1,269 funds tracked by Wall St. Rank hold KMB as of Q4 2015.

  • Kovitz Investment Group held 2,324 shares of Kimberly-Clark worth $296K as of Q4 2015.
  • Kovitz Investment Group sold 60 Kimberly-Clark shares in Q4 2015, an estimated $7.2K.
  • Kimberly-Clark made up 0.02% of Kovitz Investment Group's portfolio in Q4 2015, its #114 holding.
  • Kovitz Investment Group first reported a position in Kimberly-Clark in Q1 2015 and has held it in 4 quarters since.
  • Kovitz Investment Group's Kimberly-Clark position peaked at $359K in Q2 2015.
  • 1,269 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.