Stevens First Principles Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Stevens First Principles Investment Advisors’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 Q2	$213K	Buy	2,900 +1,300	+81%	+$168K	0.12%	61
2019 Q1	$198K	Hold	1,600	–	–	0.12%	62
2018 Q4	$182K	Hold	1,600	–	–	0.12%	61
2018 Q3	$182K	Hold	1,600	–	–	0.1%	68
2018 Q2	$169K	Buy	+1,600	New	+$166K	0.1%	67
2018 Q1	–	Sell	-1,600	Closed	-$193K	–	175
2017 Q4	$193K	Hold	1,600	–	–	0.1%	77
2017 Q3	$188K	Hold	1,600	–	–	0.1%	77
2017 Q2	$97K	Hold	1,600	–	–	0.06%	95
2017 Q1	$211K	Hold	1,600	–	–	0.13%	67
2016 Q4	$183K	Hold	1,600	–	–	0.13%	66
2016 Q3	$202K	Hold	1,600	–	–	0.15%	61
2016 Q2	$220K	Hold	1,600	–	–	0.16%	60
2016 Q1	$215K	Hold	1,600	–	–	0.17%	57
2015 Q4	$204K	Hold	1,600	–	–	0.17%	58
2015 Q3	$174K	Hold	1,600	–	–	0.14%	68
2015 Q2	$170K	Hold	1,600	–	–	0.11%	84
2015 Q1	$171K	Hold	1,600	–	–	0.11%	85
2014 Q4	$185K	Sell	1,600 -1,738	-52%	-$193K	0.12%	80
2014 Q3	$299K	Buy	3,338 +1,669	+100%	+$174K	0.17%	79
2014 Q2	$178K	Hold	1,669	–	–	0.1%	86
2014 Q1	$176K	Hold	1,669	–	–	0.11%	80
2013 Q4	$167K	Hold	1,669	–	–	0.1%	86
2013 Q3	$151K	Hold	1,669	–	–	0.09%	89
2013 Q2	$155K	Buy	+1,669	New	+$161K	0.11%	76

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stevens First Principles Investment Advisors's KMB Position: Q2 2019 in Review

Stevens First Principles Investment Advisors increased its Kimberly-Clark (KMB) stake by 81% in Q2 2019, buying an estimated $168K and bringing the position to 2,900 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #61.

Stevens First Principles Investment Advisors first reported a position in KMB in Q2 2013 and has held it in 24 quarters since. The position peaked at $299K in Q3 2014. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

Stevens First Principles Investment Advisors held 2,900 shares of Kimberly-Clark worth $213K as of Q2 2019.
Stevens First Principles Investment Advisors bought 1,300 Kimberly-Clark shares in Q2 2019, an estimated $168K.
Kimberly-Clark made up 0.12% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #61 holding.
Stevens First Principles Investment Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 24 quarters since.
Stevens First Principles Investment Advisors's Kimberly-Clark position peaked at $299K in Q3 2014.
1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.