Lehman & Derafelo Financial Resources’s Kimberly-Clark KMB Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q3	–	Sell	-1,515	Closed	-$203K	–	209
2021 Q2	$203K	Hold	1,515	–	–	0.06%	121
2021 Q1	$211K	Buy	+1,515	New	+$201K	0.06%	116
2020 Q2	–	Sell	-1,624	Closed	-$208K	–	261
2020 Q1	$208K	Sell	1,624 -328	-17%	-$45.4K	0.09%	85
2019 Q4	$269K	Buy	1,952 +5	+0.3%	+$676	0.1%	80
2019 Q3	$277K	Hold	1,947	–	–	0.11%	80
2019 Q2	$267K	Buy	1,947 +5	+0.3%	+$645	0.11%	82
2019 Q1	$241K	Buy	1,942 +3	+0.2%	+$349	0.1%	83
2018 Q4	$221K	Buy	+1,939	New	+$215K	0.11%	76

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lehman & Derafelo Financial Resources's KMB Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Kimberly-Clark (KMB) in Q3 2021, closing a stake of 1,515 shares — an estimated $203K sold.

Lehman & Derafelo Financial Resources first reported a position in KMB in Q4 2018 and held it in 8 quarters. The position peaked at $277K in Q3 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

Lehman & Derafelo Financial Resources reported no remaining Kimberly-Clark position as of Q3 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,515 Kimberly-Clark shares in Q3 2021, an estimated $203K.
Lehman & Derafelo Financial Resources first reported a position in Kimberly-Clark in Q4 2018 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's Kimberly-Clark position peaked at $277K in Q3 2019.
1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.