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Sage Financial Management Group’s Kimberly-Clark KMB Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-66
Closed -$9K – 74
2021
Q1 		$9K Buy
+66
New +$8.76K 0.01% 102

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Financial Management Group's KMB Position: Q2 2021 in Review

Sage Financial Management Group sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 66 shares — an estimated $9K sold.

Sage Financial Management Group first reported a position in KMB in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • Sage Financial Management Group reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 66 Kimberly-Clark shares in Q2 2021, an estimated $9K.
  • Sage Financial Management Group first reported a position in Kimberly-Clark in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Kimberly-Clark position peaked at $9K in Q1 2021.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.