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Next Financial Group’s Kimberly-Clark KMB Stock Holding History

Next Financial Group’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
Q4 		$1.19M Buy
8,290
+537
+7% +$72.3K 0.08% 283
2021
Q3 		$1.03M Buy
7,753
+1,795
+30% +$244K 0.08% 270
2021
Q2 		$797K Buy
5,958
+1,100
+23% +$147K 0.06% 315
2021
Q1 		$676K Sell
4,858
-2,998
-38% -$398K 0.06% 328
2020
Q4 		$1.06M Buy
7,856
+2,332
+42% +$326K 0.1% 206
2020
Q3 		$816K Sell
5,524
-7
-0.1% -$1.05K 0.09% 236
2020
Q2 		$782K Buy
5,531
+245
+5% +$33.8K 0.09% 228
2020
Q1 		$676K Buy
5,286
+1,015
+24% +$140K 0.09% 215
2019
Q4 		$587K Sell
4,271
-9,685
-69% -$1.31M 0.06% 329
2019
Q3 		$1.99M Sell
13,956
-3,852
-22% -$529K 0.22% 106
2019
Q2 		$2.37M Buy
17,808
+16,049
+912% +$2.07M 0.25% 84
2019
Q1 		$218K Sell
1,759
-3,450
-66% -$401K 0.06% 339
2018
Q4 		$593K Buy
5,209
+2,740
+111% +$304K 0.12% 191
2018
Q3 		$281K Sell
2,469
-4,082
-62% -$458K 0.13% 153
2018
Q2 		$690K Sell
6,551
-490
-7% -$50.9K 0.27% 98
2018
Q1 		$775K Buy
7,041
+2,388
+51% +$272K 0.16% 155
2017
Q4 		$561K Sell
4,653
-2,186
-32% -$255K 0.24% 120
2017
Q3 		$811K Sell
6,839
-2,804
-29% -$342K 0.23% 105
2017
Q2 		$1.25M Buy
9,643
+57
+0.6% +$7.42K 0.3% 82
2017
Q1 		$1.24M Sell
9,586
-2,645
-22% -$334K 0.35% 71
2016
Q4 		$1.4M Sell
12,231
-148
-1% -$17.2K 0.25% 95
2016
Q3 		$1.56M Buy
12,379
+3,240
+35% +$419K 0.28% 80
2016
Q2 		$1.26M Sell
9,139
-648
-7% -$84.8K 0.4% 56
2016
Q1 		$1.32M Buy
9,787
+295
+3% +$38.4K 0.46% 46
2015
Q4 		$1.21M Sell
9,492
-1
-0% -$120 0.45% 49
2015
Q3 		$1.03M Buy
9,493
+197
+2% +$21.7K 0.37% 65
2015
Q2 		$985K Sell
9,296
-281
-3% -$30.6K 0.34% 74
2015
Q1 		$1.02M Buy
9,577
+269
+3% +$29.7K 0.33% 78
2014
Q4 		$1.07M Sell
9,308
-5,132
-36% -$569K 0.36% 67
2014
Q3 		$1.49M Buy
14,440
+14,385
+26,155% +$1.5M 0.3% 74
2014
Q2 		$6K Buy
+55
New +$5.84K ﹤0.01% 882

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Next Financial Group's KMB Position: Q4 2021 in Review

Next Financial Group increased its Kimberly-Clark (KMB) stake by 6.9% in Q4 2021, buying an estimated $72.3K and bringing the position to 8,290 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #283.

Next Financial Group first reported a position in KMB in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.37M in Q2 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Next Financial Group held 8,290 shares of Kimberly-Clark worth $1.19M as of Q4 2021.
  • Next Financial Group bought 537 Kimberly-Clark shares in Q4 2021, an estimated $72.3K.
  • Kimberly-Clark made up 0.08% of Next Financial Group's portfolio in Q4 2021, its #283 holding.
  • Next Financial Group first reported a position in Kimberly-Clark in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Kimberly-Clark position peaked at $2.37M in Q2 2019.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.