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

Lehman 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
2018
Q3 		$220K Buy
1,936
+3
+0.2% +$336 0.1% 91
2018
Q2 		$203K Buy
+1,933
New +$201K 0.1% 81
2016
Q3 		– Sell
-1,459
Closed -$200K – 61
2016
Q2 		$200K Sell
1,459
-160
-10% -$20.9K 0.1% 57
2016
Q1 		$217K Sell
1,619
-1,100
-40% -$143K 0.12% 58
2015
Q4 		$346K Buy
2,719
+1,695
+166% +$203K 0.19% 45
2015
Q3 		$111K Hold
1,024
– – 0.06% 80
2015
Q2 		$108K Hold
1,024
– – 0.05% 86
2015
Q1 		$110K Buy
1,024
+200
+24% +$22.1K 0.05% 93
2014
Q4 		$95K Sell
824
-317
-28% -$35.2K 0.05% 103
2014
Q3 		$118K Hold
1,141
– – 0.06% 78
2014
Q2 		$122K Hold
1,141
– – 0.06% 77
2014
Q1 		$121K Hold
1,141
– – 0.06% 79
2013
Q4 		$114K Hold
1,141
– – 0.07% 79
2013
Q3 		$103K Buy
1,141
+417
+58% +$38.6K 0.07% 76
2013
Q2 		$67K Buy
+724
New +$69.8K 0.05% 87

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's KMB Position: Q3 2018 in Review

Lehman Financial Resources increased its Kimberly-Clark (KMB) stake by 0.16% in Q3 2018, buying an estimated $336 and bringing the position to 1,936 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #91.

Lehman Financial Resources first reported a position in KMB in Q2 2013 and has held it in 15 quarters since. The position peaked at $346K in Q4 2015. 1,362 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Lehman Financial Resources held 1,936 shares of Kimberly-Clark worth $220K as of Q3 2018.
  • Lehman Financial Resources bought 3 Kimberly-Clark shares in Q3 2018, an estimated $336.
  • Kimberly-Clark made up 0.1% of Lehman Financial Resources's portfolio in Q3 2018, its #91 holding.
  • Lehman Financial Resources first reported a position in Kimberly-Clark in Q2 2013 and has held it in 15 quarters since.
  • Lehman Financial Resources's Kimberly-Clark position peaked at $346K in Q4 2015.
  • 1,362 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.