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Sonora Investment Management’s Kimberly-Clark KMB Stock Holding History

Sonora Investment 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
2021
Q3 		$9.83M Sell
74,226
-693
-0.9% -$94.3K 1.23% 24
2021
Q2 		$10M Buy
74,919
+631
+0.8% +$84.2K 1.31% 21
2021
Q1 		$10.3M Buy
74,288
+1,131
+2% +$150K 0.81% 29
2020
Q4 		$9.86M Buy
73,157
+2,418
+3% +$339K 0.82% 31
2020
Q3 		$10.4M Buy
70,739
+1,965
+3% +$295K 0.97% 28
2020
Q2 		$9.72M Buy
68,774
+145
+0.2% +$20K 0.99% 28
2020
Q1 		$8.78M Buy
68,629
+2,360
+4% +$326K 1.04% 26
2019
Q4 		$9.12M Buy
66,269
+3,356
+5% +$454K 0.86% 34
2019
Q3 		$8.94M Buy
62,913
+3,951
+7% +$543K 0.93% 28
2019
Q2 		$7.86M Buy
58,962
+4,632
+9% +$597K 0.88% 29
2019
Q1 		$6.73M Buy
54,330
+2,145
+4% +$249K 0.82% 37
2018
Q4 		$5.95M Buy
52,185
+6,190
+13% +$687K 0.86% 35
2018
Q3 		$5.23M Buy
45,995
+3,475
+8% +$390K 0.72% 48
2018
Q2 		$4.48M Buy
42,520
+6,440
+18% +$669K 0.69% 48
2018
Q1 		$3.97M Buy
36,080
+12,813
+55% +$1.46M 0.63% 52
2017
Q4 		$2.81M Buy
23,267
+3,372
+17% +$393K 0.45% 70
2017
Q3 		$2.34M Buy
19,895
+3,085
+18% +$377K 0.41% 76
2017
Q2 		$2.17M Buy
16,810
+1,025
+6% +$133K 0.41% 73
2017
Q1 		$2.08M Buy
15,785
+445
+3% +$56.1K 0.4% 77
2016
Q4 		$1.75M Buy
15,340
+1,060
+7% +$123K 0.36% 77
2016
Q3 		$1.8M Buy
14,280
+720
+5% +$93.1K 0.38% 70
2016
Q2 		$1.86M Sell
13,560
-1,176
-8% -$154K 0.43% 63
2016
Q1 		$1.86M Buy
14,736
+85
+0.6% +$11.1K 0.45% 61
2015
Q4 		$1.86M Buy
14,651
+6,269
+75% +$753K 0.49% 64
2015
Q3 		$868K Buy
+8,382
New +$924K 0.26% 75

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sonora Investment Management's KMB Position: Q3 2021 in Review

Sonora Investment Management reduced its Kimberly-Clark (KMB) stake by 0.92% in Q3 2021, selling an estimated $94.3K and leaving 74,226 shares worth $9.83M. The position accounts for 1.23% of the portfolio, ranked #24.

Sonora Investment Management first reported a position in KMB in Q3 2015 and has held it in 25 quarters since. The position peaked at $10.4M in Q3 2020. 1,538 funds tracked by Wall St. Rank hold KMB as of Q3 2021.

  • Sonora Investment Management held 74,226 shares of Kimberly-Clark worth $9.83M as of Q3 2021.
  • Sonora Investment Management sold 693 Kimberly-Clark shares in Q3 2021, an estimated $94.3K.
  • Kimberly-Clark made up 1.23% of Sonora Investment Management's portfolio in Q3 2021, its #24 holding.
  • Sonora Investment Management first reported a position in Kimberly-Clark in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Kimberly-Clark position peaked at $10.4M in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.