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

Ovata 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
-480
Closed -$68K – 126
2020
Q2 		$68K Buy
+480
New +$66.3K 0.02% 98

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State Street
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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

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

Ovata Capital Management sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 480 shares — an estimated $68K sold.

Ovata Capital Management first reported a position in KMB in Q2 2020 and held it in 1 quarter. The position peaked at $68K in Q2 2020. 1,596 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Ovata Capital Management reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 480 Kimberly-Clark shares in Q3 2020, an estimated $68K.
  • Ovata Capital Management first reported a position in Kimberly-Clark in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Kimberly-Clark position peaked at $68K in Q2 2020.
  • 1,596 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.