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MPS Loria Financial Planners’s Kimberly-Clark KMB Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-354
Closed -$49K – 356
2021
Q1 		$49K Hold
354
– – 0.02% 162
2020
Q4 		$47K Buy
354
+30
+9% +$4.2K 0.02% 162
2020
Q3 		$48K Hold
324
– – 0.02% 148
2020
Q2 		$46K Buy
+324
New +$44.7K 0.02% 147
2017
Q3 		– Sell
-1,224
Closed -$150K – 217
2017
Q2 		$150K Buy
+1,224
New +$159K 0.1% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's KMB Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 354 shares — an estimated $49K sold.

MPS Loria Financial Planners first reported a position in KMB in Q2 2017 and held it in 5 quarters. The position peaked at $150K in Q2 2017. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 354 Kimberly-Clark shares in Q2 2021, an estimated $49K.
  • MPS Loria Financial Planners first reported a position in Kimberly-Clark in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Kimberly-Clark position peaked at $150K in Q2 2017.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.