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Sageworth Trust’s Kimberly-Clark KMB Stock Holding History

Sageworth Trust’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
-3
Closed – – 276
2020
Q2 		$0 Buy
+3
New +$414 ﹤0.01% 286
2018
Q2 		– Sell
-12
Closed -$1K – 175
2018
Q1 		$1K Buy
+12
New +$1.37K ﹤0.01% 125
2017
Q2 		– Sell
-200
Closed -$26K – 120
2017
Q1 		$26K Buy
+200
New +$25.2K 0.01% 55
2015
Q1 		– Sell
-6,075
Closed -$702K – 59
2014
Q4 		$702K Buy
+6,075
New +$674K 0.21% 28

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

Sageworth Trust's KMB Position: Q3 2020 in Review

Sageworth Trust sold out of Kimberly-Clark (KMB) in Q3 2020, closing a stake of 3 shares.

Sageworth Trust first reported a position in KMB in Q4 2014 and held it in 4 quarters. The position peaked at $702K in Q4 2014. 1,595 funds tracked by Wall St. Rank hold KMB as of Q3 2020.

  • Sageworth Trust reported no remaining Kimberly-Clark position as of Q3 2020 after selling out during the quarter.
  • Sageworth Trust sold 3 Kimberly-Clark shares in Q3 2020.
  • Sageworth Trust first reported a position in Kimberly-Clark in Q4 2014 and held it in 4 quarters.
  • Sageworth Trust's Kimberly-Clark position peaked at $702K in Q4 2014.
  • 1,595 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.