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Oakwood Capital Management’s Kimberly-Clark KMB Stock Holding History

Oakwood Capital 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
2020
Q3 		– Sell
-24,709
Closed -$3.49M – 62
2020
Q2 		$3.49M Sell
24,709
-375
-1% -$51.8K 1.45% 32
2020
Q1 		$3.21M Sell
25,084
-88
-0.3% -$12.2K 1.7% 30
2019
Q4 		$3.46M Sell
25,172
-913
-4% -$123K 1.44% 33
2019
Q3 		$3.71M Sell
26,085
-995
-4% -$137K 1.64% 28
2019
Q2 		$3.61M Buy
27,080
+595
+2% +$76.7K 1.55% 29
2019
Q1 		$3.28M Sell
26,485
-50
-0.2% -$5.81K 1.38% 34
2018
Q4 		$3.02M Sell
26,535
-585
-2% -$64.9K 1.42% 32
2018
Q3 		$3.08M Buy
27,120
+21
+0.1% +$2.35K 1.25% 36
2018
Q2 		$2.85M Sell
27,099
-505
-2% -$52.5K 1.2% 37
2018
Q1 		$3.04M Buy
27,604
+1,138
+4% +$130K 1.3% 36
2017
Q4 		$3.19M Sell
26,466
-1,220
-4% -$142K 0.71% 50
2017
Q3 		$3.26M Sell
27,686
-14,364
-34% -$1.75M 0.76% 51
2017
Q2 		$5.43M Sell
42,050
-1,490
-3% -$194K 1.34% 27
2017
Q1 		$5.73M Buy
43,540
+380
+0.9% +$47.9K 1.43% 24
2016
Q4 		$4.92M Sell
43,160
-575
-1% -$66.7K 1.26% 29
2016
Q3 		$5.52M Sell
43,735
-163
-0.4% -$21.1K 1.42% 31
2016
Q2 		$6.04M Buy
43,898
+900
+2% +$118K 1.58% 23
2016
Q1 		$5.78M Buy
42,998
+799
+2% +$104K 1.53% 26
2015
Q4 		$5.37M Sell
42,199
-240
-0.6% -$28.8K 1.45% 33
2015
Q3 		$4.63M Buy
42,439
+1,790
+4% +$197K 1.29% 37
2015
Q2 		$4.31M Buy
40,649
+1,223
+3% +$133K 1.12% 40
2015
Q1 		$4.22M Sell
39,426
-155
-0.4% -$17.1K 1.16% 39
2014
Q4 		$4.57M Sell
39,581
-586
-1% -$65K 1.3% 36
2014
Q3 		$4.14M Buy
40,167
+1,086
+3% +$113K 1.21% 40
2014
Q2 		$4.17M Buy
39,081
+104
+0.3% +$11.1K 1.26% 34
2014
Q1 		$4.12M Buy
38,977
+5,090
+15% +$527K 1.35% 30
2013
Q4 		$3.39M Buy
33,887
+217
+0.6% +$21.7K 1.13% 41
2013
Q3 		$3.04M Buy
33,670
+457
+1% +$42.3K 1.11% 41
2013
Q2 		$3.09M Buy
+33,213
New +$3.2M 1.22% 37

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

Oakwood Capital Management's KMB Position: Q3 2020 in Review

Oakwood Capital Management sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 24,709 shares — an estimated $3.49M sold.

Oakwood Capital Management first reported a position in KMB in Q2 2013 and held it in 29 quarters. The position peaked at $6.04M in Q2 2016. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Oakwood Capital Management reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • Oakwood Capital Management sold 24,709 Kimberly-Clark shares in Q3 2020, an estimated $3.49M.
  • Oakwood Capital Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 29 quarters.
  • Oakwood Capital Management's Kimberly-Clark position peaked at $6.04M in Q2 2016.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Oakwood Capital Management's 13F filing for Q3 2020, filed 23 Oct 2020.