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Lucia Wealth Services’s Kimberly-Clark KMB Stock Holding History

Lucia Wealth Services’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 		$16.6M Buy
112,322
+4,581
+4% +$688K 3.89% 7
2020
Q2 		$15.2M Buy
107,741
+13,277
+14% +$1.83M 4.02% 7
2020
Q1 		$12.1M Sell
94,464
-259
-0.3% -$35.8K 4% 6
2019
Q4 		$13M Buy
94,723
+2,905
+3% +$393K 4% 7
2019
Q3 		$13M Buy
91,818
+2,628
+3% +$361K 4.34% 6
2019
Q2 		$11.9M Sell
89,190
-1,780
-2% -$230K 4.09% 6
2019
Q1 		$11.3M Buy
90,970
+18,617
+26% +$2.16M 3.86% 6
2018
Q4 		$8.24M Sell
72,353
-9,149
-11% -$1.02M 3.88% 5
2018
Q3 		$9.26M Buy
81,502
+5,311
+7% +$596K 2.88% 9
2018
Q2 		$8.03M Buy
76,191
+22,302
+41% +$2.32M 3.51% 6
2018
Q1 		$5.93M Buy
53,889
+429
+0.8% +$48.8K 1.93% 9
2017
Q4 		$6.45M Buy
+53,460
New +$6.24M 2.85% 9

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lucia Wealth Services's KMB Position: Q3 2020 in Review

Lucia Wealth Services increased its Kimberly-Clark (KMB) stake by 4.3% in Q3 2020, buying an estimated $688K and bringing the position to 112,322 shares worth $16.6M. The position accounts for 3.89% of the portfolio, ranked #7.

Lucia Wealth Services first reported a position in KMB in Q4 2017 and has held it in 12 quarters since. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Lucia Wealth Services held 112,322 shares of Kimberly-Clark worth $16.6M as of Q3 2020.
  • Lucia Wealth Services bought 4,581 Kimberly-Clark shares in Q3 2020, an estimated $688K.
  • Kimberly-Clark made up 3.89% of Lucia Wealth Services's portfolio in Q3 2020, its #7 holding.
  • Lucia Wealth Services first reported a position in Kimberly-Clark in Q4 2017 and has held it in 12 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.