New Vernon Investment Management’s Kimberly-Clark KMB Stock Holding History

New Vernon Investment 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
2021 Q2	–	Sell	-3,680	Closed	-$512K	–	35
2021 Q1	$512K	Hold	3,680	–	–	0.85%	32
2020 Q4	$496K	Hold	3,680	–	–	0.94%	32
2020 Q3	$543K	Hold	3,680	–	–	1.22%	27
2020 Q2	$520K	Hold	3,680	–	–	1.31%	24
2020 Q1	$471K	Hold	3,680	–	–	1.23%	23
2019 Q4	$506K	Hold	3,680	–	–	1.08%	28
2019 Q3	$523K	Hold	3,680	–	–	1.1%	22
2019 Q2	$490K	Hold	3,680	–	–	0.97%	28
2019 Q1	$456K	Hold	3,680	–	–	1.09%	29
2018 Q4	$419K	Sell	3,680 -800	-18%	-$88.8K	1.21%	18
2018 Q3	$509K	Hold	4,480	–	–	0.6%	46
2018 Q2	$472K	Hold	4,480	–	–	0.54%	42
2018 Q1	$493K	Hold	4,480	–	–	0.59%	42
2017 Q4	$541K	Hold	4,480	–	–	0.56%	41
2017 Q3	$527K	Hold	4,480	–	–	0.59%	39
2017 Q2	$578K	Hold	4,480	–	–	0.73%	31
2017 Q1	$590K	Sell	4,480 -475	-10%	-$59.9K	0.77%	26
2016 Q4	$565K	Hold	4,955	–	–	0.79%	36
2016 Q3	$625K	Sell	4,955 -4,113	-45%	-$532K	0.66%	35
2016 Q2	$1.25M	Sell	9,068 -1,346	-13%	-$176K	1.09%	35
2016 Q1	$1.4M	Sell	10,414 -4,050	-28%	-$527K	1.2%	29
2015 Q4	$1.84M	Hold	14,464	–	–	1.4%	31
2015 Q3	$1.58M	Hold	14,464	–	–	1.24%	26
2015 Q2	$1.53M	Sell	14,464 -1,286	-8%	-$140K	1.05%	36
2015 Q1	$1.69M	Hold	15,750	–	–	1.16%	35
2014 Q4	$1.82M	Buy	+15,750	New	+$1.75M	1.23%	33

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Vernon Investment Management's KMB Position: Q2 2021 in Review

New Vernon Investment Management sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 3,680 shares — an estimated $512K sold.

New Vernon Investment Management first reported a position in KMB in Q4 2014 and held it in 26 quarters. The position peaked at $1.84M in Q4 2015. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

New Vernon Investment Management reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
New Vernon Investment Management sold 3,680 Kimberly-Clark shares in Q2 2021, an estimated $512K.
New Vernon Investment Management first reported a position in Kimberly-Clark in Q4 2014 and held it in 26 quarters.
New Vernon Investment Management's Kimberly-Clark position peaked at $1.84M in Q4 2015.
1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on New Vernon Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.