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Rand Wealth’s Kimberly-Clark KMB Stock Holding History

Rand Wealth’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
2018
Q3 		$922K Hold
8,113
– – 0.1% 157
2018
Q2 		$855K Buy
8,113
+29
+0.4% +$3.01K 0.1% 160
2018
Q1 		$890K Sell
8,084
-400
-5% -$45.5K 0.1% 149
2017
Q4 		$1.02M Buy
8,484
+92
+1% +$10.7K 0.11% 141
2017
Q3 		$988K Sell
8,392
-105
-1% -$12.8K 0.11% 138
2017
Q2 		$1.1M Buy
8,497
+631
+8% +$82.1K 0.15% 128
2017
Q1 		$1.03M Sell
7,866
-1,226
-13% -$155K 0.12% 140
2016
Q4 		$1.04M Sell
9,092
-193
-2% -$22.4K 0.13% 143
2016
Q3 		$1.17M Buy
9,285
+36
+0.4% +$4.66K 0.15% 134
2016
Q2 		$1.27M Hold
9,249
– – 0.17% 125
2016
Q1 		$1.24M Sell
9,249
-379
-4% -$49.3K 0.17% 127
2015
Q4 		$1.23M Sell
9,628
-226
-2% -$27.1K 0.17% 129
2015
Q3 		$1.07M Sell
9,854
-608
-6% -$67K 0.16% 132
2015
Q2 		$1.11M Buy
10,462
+1,082
+12% +$118K 0.15% 132
2015
Q1 		$1M Sell
9,380
-129
-1% -$14.3K 0.13% 135
2014
Q4 		$1.04M Sell
9,509
-42
-0.4% -$4.66K 0.14% 130
2014
Q3 		$985K Sell
9,551
-176
-2% -$18.3K 0.14% 119
2014
Q2 		$1.04M Sell
9,727
-191
-2% -$20.3K 0.15% 117
2014
Q1 		$1.05M Buy
9,918
+487
+5% +$50.4K 0.18% 109
2013
Q4 		$945K Sell
9,431
-558
-6% -$55.7K 0.17% 114
2013
Q3 		$902K Buy
9,989
+626
+7% +$58K 0.18% 113
2013
Q2 		$872K Buy
+9,363
New +$903K 0.19% 108

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rand Wealth's KMB Position: Q3 2018 in Review

Rand Wealth held its Kimberly-Clark (KMB) position steady in Q3 2018 at 8,113 shares worth $922K. The position accounts for 0.1% of the portfolio, ranked #157.

Rand Wealth first reported a position in KMB in Q2 2013 and has held it in 22 quarters since. The position peaked at $1.27M in Q2 2016. 1,362 funds tracked by Wall St. Rank hold KMB as of Q3 2018.

  • Rand Wealth held 8,113 shares of Kimberly-Clark worth $922K as of Q3 2018.
  • Rand Wealth left its Kimberly-Clark share count unchanged in Q3 2018.
  • Kimberly-Clark made up 0.1% of Rand Wealth's portfolio in Q3 2018, its #157 holding.
  • Rand Wealth first reported a position in Kimberly-Clark in Q2 2013 and has held it in 22 quarters since.
  • Rand Wealth's Kimberly-Clark position peaked at $1.27M in Q2 2016.
  • 1,362 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2018.

Based on Rand Wealth's 13F filing for Q3 2018, filed 13 Nov 2018.