LifePlan Financial Group’s Kimberly-Clark KMB Stock Holding History

LifePlan Financial 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
2020 Q3	$222K	Hold	1,506	–	–	0.1%	121
2020 Q2	$213K	Hold	1,506	–	–	0.1%	117
2020 Q1	$193K	Hold	1,506	–	–	0.1%	118
2019 Q4	$207K	Hold	1,506	–	–	0.09%	129
2019 Q3	$214K	Hold	1,506	–	–	0.1%	124
2019 Q2	$201K	Hold	1,506	–	–	0.1%	129
2019 Q1	$187K	Hold	1,506	–	–	0.1%	130
2018 Q4	$172K	Hold	1,506	–	–	0.11%	133
2018 Q3	$171K	Hold	1,506	–	–	0.09%	137
2018 Q2	$159K	Hold	1,506	–	–	0.09%	137
2018 Q1	$166K	Buy	+1,506	New	+$171K	0.1%	126
2016 Q3	–	Sell	-1,502	Closed	-$206K	–	111
2016 Q2	$206K	Hold	1,502	–	–	0.14%	97
2016 Q1	$202K	Buy	+1,502	New	+$195K	0.14%	95
2014 Q2	–	Sell	-713	Closed	-$75K	–	145
2014 Q1	$75K	Sell	713 -209	-23%	-$21.6K	0.06%	98
2013 Q4	$92K	Hold	922	–	–	0.06%	85
2013 Q3	$83K	Buy	922 +713	+341%	+$66.1K	0.07%	76
2013 Q2	$19K	Buy	+209	New	+$20.2K	0.02%	95

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

LifePlan Financial Group's KMB Position: Q3 2020 in Review

LifePlan Financial Group held its Kimberly-Clark (KMB) position steady in Q3 2020 at 1,506 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #121.

LifePlan Financial Group first reported a position in KMB in Q2 2013 and has held it in 17 quarters since. 1,596 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

LifePlan Financial Group held 1,506 shares of Kimberly-Clark worth $222K as of Q3 2020.
LifePlan Financial Group left its Kimberly-Clark share count unchanged in Q3 2020.
Kimberly-Clark made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #121 holding.
LifePlan Financial Group first reported a position in Kimberly-Clark in Q2 2013 and has held it in 17 quarters since.
1,596 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.