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

Optimal 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
2021 Q3	$2.84M	Buy	21,436 +14	+0.1%	+$1.9K	0.35%	99
2021 Q2	$2.87M	Hold	21,422	–	–	0.34%	111
2021 Q1	$2.98M	Buy	21,422 +14,100	+193%	+$1.87M	0.39%	88
2020 Q4	$987K	Hold	7,322	–	–	0.14%	235
2020 Q3	$1.08M	Buy	+7,322	New	+$1.1M	0.16%	206
2020 Q2	–	Sell	-4,234	Closed	-$541	–	415
2020 Q1	$541	Buy	4,234 +2,029	+92%	+$281K	0.05%	350
2019 Q4	$303K	Buy	+2,205	New	+$298K	0.05%	367

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Optimal Asset Management's KMB Position: Q3 2021 in Review

Optimal Asset Management increased its Kimberly-Clark (KMB) stake by 0.07% in Q3 2021, buying an estimated $1.9K and bringing the position to 21,436 shares worth $2.84M. The position accounts for 0.35% of the portfolio, ranked #99.

Optimal Asset Management first reported a position in KMB in Q4 2019 and has held it in 7 quarters since. The position peaked at $2.98M in Q1 2021. 1,537 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

Optimal Asset Management held 21,436 shares of Kimberly-Clark worth $2.84M as of Q3 2021.
Optimal Asset Management bought 14 Kimberly-Clark shares in Q3 2021, an estimated $1.9K.
Kimberly-Clark made up 0.35% of Optimal Asset Management's portfolio in Q3 2021, its #99 holding.
Optimal Asset Management first reported a position in Kimberly-Clark in Q4 2019 and has held it in 7 quarters since.
Optimal Asset Management's Kimberly-Clark position peaked at $2.98M in Q1 2021.
1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.