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

Shamrock 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
2019
Q3 		$144K Sell
1,014
-118
-10% -$16.2K 0.11% 94
2019
Q2 		$151K Sell
1,132
-96
-8% -$12.4K 0.11% 95
2019
Q1 		$152K Sell
1,228
-335
-21% -$38.9K 0.12% 90
2018
Q4 		$178K Buy
1,563
+1
+0.1% +$111 0.27% 75
2018
Q3 		$177K Buy
1,562
+2
+0.1% +$224 0.11% 105
2018
Q2 		$164K Sell
1,560
-38
-2% -$3.95K 0.1% 111
2018
Q1 		$167K Buy
1,598
+489
+44% +$55.7K 0.1% 108
2017
Q4 		$134K Buy
1,109
+763
+221% +$89K 0.08% 103
2017
Q3 		$41K Hold
346
– – 0.03% 142
2017
Q2 		$45K Hold
346
– – 0.03% 134
2017
Q1 		$46K Sell
346
-1,656
-83% -$209K 0.03% 131
2016
Q4 		$228K Buy
2,002
+227
+13% +$26.3K 0.14% 93
2016
Q3 		$224K Buy
1,775
+836
+89% +$108K 0.13% 94
2016
Q2 		$129K Buy
939
+593
+171% +$77.6K 0.07% 111
2016
Q1 		$47K Sell
346
-263
-43% -$34.2K 0.03% 131
2015
Q4 		$78K Hold
609
– – 0.04% 121
2015
Q3 		$66K Hold
609
– – 0.04% 117
2015
Q2 		$65K Hold
609
– – 0.03% 118
2015
Q1 		$65K Hold
609
– – 0.03% 129
2014
Q4 		$70K Sell
609
-164
-21% -$18.2K 0.03% 99
2014
Q3 		$80K Hold
773
– – 0.03% 98
2014
Q2 		$82K Sell
773
-41
-5% -$4.36K 0.03% 122
2014
Q1 		$86K Buy
+814
New +$84.3K 0.03% 109

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shamrock Asset Management's KMB Position: Q3 2019 in Review

Shamrock Asset Management reduced its Kimberly-Clark (KMB) stake by 10% in Q3 2019, selling an estimated $16.2K and leaving 1,014 shares worth $144K. The position accounts for 0.11% of the portfolio, ranked #94.

Shamrock Asset Management first reported a position in KMB in Q1 2014 and has held it in 23 quarters since. The position peaked at $228K in Q4 2016. 1,490 funds tracked by Wall St. Rank hold KMB as of Q3 2019.

  • Shamrock Asset Management held 1,014 shares of Kimberly-Clark worth $144K as of Q3 2019.
  • Shamrock Asset Management sold 118 Kimberly-Clark shares in Q3 2019, an estimated $16.2K.
  • Kimberly-Clark made up 0.11% of Shamrock Asset Management's portfolio in Q3 2019, its #94 holding.
  • Shamrock Asset Management first reported a position in Kimberly-Clark in Q1 2014 and has held it in 23 quarters since.
  • Shamrock Asset Management's Kimberly-Clark position peaked at $228K in Q4 2016.
  • 1,490 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2019.

Based on Shamrock Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.