LC
KMB icon

Lubar & Co’s Kimberly-Clark KMB Stock Holding History

Lubar & Co’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
2014
Q2 		– Sell
-2,636
Closed -$283K – 24
2014
Q1 		$283K Sell
2,636
-2,673
-50% -$277K 0.24% 10
2013
Q4 		$536K Hold
5,309
– – 0.42% 15
2013
Q3 		$480K Buy
5,309
+1,972
+59% +$183K 0.45% 16
2013
Q2 		$304K Buy
+3,337
New +$322K 0.32% 11

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Lubar & Co's KMB Position: Q2 2014 in Review

Lubar & Co sold out of Kimberly-Clark (KMB) in Q2 2014, closing a stake of 2,636 shares — an estimated $283K sold.

Lubar & Co first reported a position in KMB in Q2 2013 and held it in 4 quarters. The position peaked at $536K in Q4 2013. 1,143 funds tracked by Wall St. Rank hold KMB as of Q2 2014.

  • Lubar & Co reported no remaining Kimberly-Clark position as of Q2 2014 after selling out during the quarter.
  • Lubar & Co sold 2,636 Kimberly-Clark shares in Q2 2014, an estimated $283K.
  • Lubar & Co first reported a position in Kimberly-Clark in Q2 2013 and held it in 4 quarters.
  • Lubar & Co's Kimberly-Clark position peaked at $536K in Q4 2013.
  • 1,143 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2014.

Based on Lubar & Co's 13F filing for Q2 2014, filed 13 Aug 2014.