Needelman Asset Management’s Kimberly-Clark KMB Stock Holding History

Needelman Asset 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
2018 Q3	–	Sell	-12,083	Closed	-$1.27M	–	21
2018 Q2	$1.27M	Hold	12,083	–	–	2.77%	20
2018 Q1	$1.33M	Buy	12,083 +4,510	+60%	+$513K	2.87%	18
2017 Q4	$914K	Hold	7,573	–	–	2.28%	27
2017 Q3	$891K	Hold	7,573	–	–	2.19%	26
2017 Q2	$978K	Sell	7,573 -40	-0.5%	-$5.2K	2.52%	21
2017 Q1	$1M	Sell	7,613 -50	-0.7%	-$6.3K	2.68%	20
2016 Q4	$875K	Sell	7,663 -50	-0.6%	-$5.8K	2.42%	24
2016 Q3	$973K	Sell	7,713 -10	-0.1%	-$1.29K	2.92%	15
2016 Q2	$1.06M	Sell	7,723 -15	-0.2%	-$1.96K	3.03%	14
2016 Q1	$1.04M	Buy	7,738 +245	+3%	+$31.9K	3.05%	11
2015 Q4	$954K	Sell	7,493 -25	-0.3%	-$3K	2.9%	15
2015 Q3	$820K	Hold	7,518	–	–	2.69%	17
2015 Q2	$797K	Sell	7,518 -180	-2%	-$19.6K	2.52%	17
2015 Q1	$825K	Buy	7,698 +20	+0.3%	+$2.21K	2.5%	19
2014 Q4	$887K	Sell	7,678 -330	-4%	-$36.6K	2.72%	18
2014 Q3	$826K	Hold	8,008	–	–	2.65%	19
2014 Q2	$854K	Hold	8,008	–	–	2.7%	20
2014 Q1	$846K	Sell	8,008 -308	-4%	-$31.9K	2.75%	20
2013 Q4	$833K	Hold	8,316	–	–	2.75%	20
2013 Q3	$751K	Hold	8,316	–	–	2.69%	20
2013 Q2	$774K	Buy	+8,316	New	+$802K	2.83%	15

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Needelman Asset Management's KMB Position: Q3 2018 in Review

Needelman Asset Management sold out of Kimberly-Clark (KMB) in Q3 2018, closing a stake of 12,083 shares — an estimated $1.27M sold.

Needelman Asset Management first reported a position in KMB in Q2 2013 and held it in 21 quarters. The position peaked at $1.33M in Q1 2018. 1,363 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

Needelman Asset Management reported no remaining Kimberly-Clark position as of Q3 2018 after selling out during the quarter.
Needelman Asset Management sold 12,083 Kimberly-Clark shares in Q3 2018, an estimated $1.27M.
Needelman Asset Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 21 quarters.
Needelman Asset Management's Kimberly-Clark position peaked at $1.33M in Q1 2018.
1,363 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Needelman Asset Management's 13F filing for Q3 2018.