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Squar Milner Financial Services’s Kimberly-Clark KMB Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-190
Closed -$24K – 474
2020
Q1 		$24K Sell
190
-650
-77% -$89.9K 0.01% 441
2019
Q4 		$115K Buy
+840
New +$114K 0.06% 296
2019
Q3 		– Sell
-824
Closed -$110K – 480
2019
Q2 		$110K Buy
824
+650
+374% +$83.8K 0.07% 264
2019
Q1 		$21K Hold
174
– – 0.02% 422
2018
Q4 		$20K Hold
174
– – 0.02% 393
2018
Q3 		$20K Sell
174
-200
-53% -$22.4K 0.02% 412
2018
Q2 		$39K Buy
+374
New +$38.9K 0.03% 373

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's KMB Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Kimberly-Clark (KMB) in Q2 2020, closing a stake of 190 shares — an estimated $24K sold.

Squar Milner Financial Services first reported a position in KMB in Q2 2018 and held it in 7 quarters. The position peaked at $115K in Q4 2019. 1,578 funds tracked by Wall St. Rank hold KMB as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Kimberly-Clark position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 190 Kimberly-Clark shares in Q2 2020, an estimated $24K.
  • Squar Milner Financial Services first reported a position in Kimberly-Clark in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Kimberly-Clark position peaked at $115K in Q4 2019.
  • 1,578 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.