Lenox Wealth Management’s Kimberly-Clark KMB Stock Holding History

Lenox Wealth Management’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 Q2	$3K	Buy	26 +1	+4%	+$138	﹤0.01%	592
2020 Q1	$3K	Buy	25 +7	+39%	+$968	﹤0.01%	554
2019 Q4	$2K	Hold	18	–	–	﹤0.01%	646
2019 Q3	$2K	Hold	18	–	–	﹤0.01%	628
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	599
2019 Q1	$2K	Sell	18 -1,109	-98%	-$129K	﹤0.01%	614
2018 Q4	$17K	Buy	1,127 +497	+79%	+$55.2K	0.01%	317
2018 Q3	$10K	Buy	630 +612	+3,400%	+$68.6K	﹤0.01%	414
2018 Q2	$2K	Buy	+18	New	+$1.87K	﹤0.01%	504

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's KMB Position: Q2 2020 in Review

Lenox Wealth Management increased its Kimberly-Clark (KMB) stake by 4% in Q2 2020, buying an estimated $138 and bringing the position to 26 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Lenox Wealth Management first reported a position in KMB in Q2 2018 and has held it in 9 quarters since. The position peaked at $17K in Q4 2018. 1,577 funds tracked by Wall St. Rank hold KMB as of Q2 2020.

Lenox Wealth Management held 26 shares of Kimberly-Clark worth $3K as of Q2 2020.
Lenox Wealth Management bought 1 Kimberly-Clark share in Q2 2020, an estimated $138.
Kimberly-Clark made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #592 holding.
Lenox Wealth Management first reported a position in Kimberly-Clark in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's Kimberly-Clark position peaked at $17K in Q4 2018.
1,577 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.