Sharkey, Howes & Javer’s Kimberly-Clark KMB Stock Holding History

Sharkey, Howes & Javer’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 Q4	–	Sell	-1,603	Closed	-$237K	–	77
2020 Q3	$237K	Buy	+1,603	New	+$241K	0.09%	62
2019 Q3	–	Sell	-703	Closed	-$94K	–	116
2019 Q2	$94K	Hold	703	–	–	0.04%	90
2019 Q1	$87K	Hold	703	–	–	0.04%	91
2018 Q4	$80K	Hold	703	–	–	0.05%	88
2018 Q3	$80K	Hold	703	–	–	0.04%	94
2018 Q2	$74K	Hold	703	–	–	0.04%	86
2018 Q1	$77K	Hold	703	–	–	0.04%	74
2017 Q4	$85K	Sell	703 -100	-12%	-$11.7K	0.05%	71
2017 Q3	$94K	Hold	803	–	–	0.05%	70
2017 Q2	$104K	Hold	803	–	–	0.06%	59
2017 Q1	$106K	Hold	803	–	–	0.06%	53
2016 Q4	$92K	Hold	803	–	–	0.06%	60
2016 Q3	$101K	Hold	803	–	–	0.06%	58
2016 Q2	$110K	Hold	803	–	–	0.07%	57
2016 Q1	$108K	Hold	803	–	–	0.08%	55
2015 Q4	$102K	Hold	803	–	–	0.07%	60
2015 Q3	$84K	Sell	803 -313	-28%	-$34.5K	0.06%	66
2015 Q2	$118K	Sell	1,116 -25	-2%	-$2.72K	0.09%	39
2015 Q1	$122K	Buy	+1,141	New	+$126K	0.08%	57

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return