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Spectrum Asset Management (California)’s Kimberly-Clark KMB Stock Holding History

Spectrum Asset Management (California)’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
Q1 		– Sell
-5,892
Closed -$810K – 93
2019
Q4 		$810K Sell
5,892
-3,405
-37% -$461K 0.45% 65
2019
Q3 		$1.32M Hold
9,297
– – 0.85% 37
2019
Q2 		$1.24M Sell
9,297
-20
-0.2% -$2.58K 0.78% 40
2019
Q1 		$1.15M Sell
9,317
-2,620
-22% -$304K 0.78% 45
2018
Q4 		$1.36M Sell
11,937
-26
-0.2% -$2.88K 1.08% 29
2018
Q3 		$1.36M Buy
+11,963
New +$1.34M 0.81% 40

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Asset Management (California)'s KMB Position: Q1 2020 in Review

Spectrum Asset Management (California) sold out of Kimberly-Clark (KMB) in Q1 2020, closing a stake of 5,892 shares — an estimated $810K sold.

Spectrum Asset Management (California) first reported a position in KMB in Q3 2018 and held it in 6 quarters. The position peaked at $1.36M in Q4 2018. 1,525 funds tracked by Wall St. Rank hold KMB as of Q1 2020.

  • Spectrum Asset Management (California) reported no remaining Kimberly-Clark position as of Q1 2020 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 5,892 Kimberly-Clark shares in Q1 2020, an estimated $810K.
  • Spectrum Asset Management (California) first reported a position in Kimberly-Clark in Q3 2018 and held it in 6 quarters.
  • Spectrum Asset Management (California)'s Kimberly-Clark position peaked at $1.36M in Q4 2018.
  • 1,525 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2020.

Based on Spectrum Asset Management (California)'s 13F filing for Q1 2020, filed 22 Apr 2020.