Sun Life Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,506
| Closed | -$209K | – | 302 |
|
|
2021
Q1 | $209K | Buy |
1,506
+1,304
| +646% | +$173K | 0.02% | 119 |
|
|
2020
Q4 | $27K | Sell |
202
-2
| -1% | -$280 | ﹤0.01% | 216 |
|
|
2020
Q3 | $30K | Hold |
204
| – | – | ﹤0.01% | 205 |
|
|
2020
Q2 | $29K | Sell |
204
-2
| -1% | -$276 | 0.01% | 187 |
|
|
2020
Q1 | $26K | Buy |
206
+5
| +2% | +$692 | 0.01% | 172 |
|
|
2019
Q4 | $28K | Sell |
201
-79
| -28% | -$10.7K | 0.01% | 190 |
|
|
2019
Q3 | $40K | Buy |
280
+1
| +0.4% | +$137 | 0.01% | 313 |
|
|
2019
Q2 | $37K | Sell |
279
-308
| -52% | -$39.7K | 0.01% | 322 |
|
|
2019
Q1 | $73K | Sell |
587
-11,347
| -95% | -$1.32M | 0.02% | 311 |
|
|
2018
Q4 | $1.36M | Sell |
11,934
-926
| -7% | -$103K | 0.29% | 49 |
|
|
2018
Q3 | $1.46M | Buy |
12,860
+1,615
| +14% | +$181K | 0.27% | 59 |
|
|
2018
Q2 | $1.19M | Buy |
11,245
+9,949
| +768% | +$1.03M | 0.17% | 79 |
|
|
2018
Q1 | $11.8K | Buy |
1,296
+527
| +69% | +$60K | 0.11% | 94 |
|
|
2017
Q4 | $93K | Sell |
769
-1,834
| -70% | -$214K | 0.01% | 199 |
|
|
2017
Q3 | $306K | Sell |
2,603
-1,464
| -36% | -$179K | 0.03% | 177 |
|
|
2017
Q2 | $525K | Buy |
4,067
+3,852
| +1,792% | +$501K | 0.06% | 117 |
|
|
2017
Q1 | $1.64K | Buy |
215
+193
| +877% | +$24.3K | ﹤0.01% | 118 |
|
|
2016
Q4 | $192 | Sell |
22
-1,526
| -99% | -$177K | ﹤0.01% | 227 |
|
|
2016
Q3 | $195K | Sell |
1,548
-2,263
| -59% | -$293K | 0.02% | 71 |
|
|
2016
Q2 | $524K | Sell |
3,811
-2,363
| -38% | -$309K | 0.06% | 75 |
|
|
2016
Q1 | $830 | Sell |
6,174
-2,243
| -27% | -$292K | ﹤0.01% | 114 |
|
|
2015
Q4 | $1.07M | Sell |
8,417
-2,727
| -24% | -$327K | 0.15% | 60 |
|
|
2015
Q3 | $1.22M | Sell |
11,144
-6,149
| -36% | -$678K | 0.26% | 61 |
|
|
2015
Q2 | $1.83M | Hold |
17,293
| – | – | 0.2% | 69 |
|
|
2015
Q1 | $1.85M | Sell |
17,293
-3,759
| -18% | -$415K | 0.19% | 68 |
|
|
2014
Q4 | $2.43M | Sell |
21,052
-3,985
| -16% | -$442K | 0.25% | 62 |
|
|
2014
Q3 | $2.58M | Sell |
25,037
-5,740
| -19% | -$598K | 0.27% | 65 |
|
|
2014
Q2 | $3.28M | Sell |
30,777
-2,963
| -9% | -$315K | 0.34% | 61 |
|
|
2014
Q1 | $3.57M | Sell |
33,740
-14,982
| -31% | -$1.55M | 0.36% | 64 |
|
|
2013
Q4 | $4.88M | Sell |
48,722
-14,205
| -23% | -$1.42M | 0.43% | 67 |
|
|
2013
Q3 | $5.68M | Sell |
62,927
-3,733
| -6% | -$346K | 0.51% | 62 |
|
|
2013
Q2 | $6.21M | Buy |
+66,660
| New | +$6.43M | 0.52% | 59 |
|
Other funds holding KMB
Sun Life Financial's KMB Position: Q2 2021 in Review
Sun Life Financial sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 1,506 shares — an estimated $209K sold.
Sun Life Financial first reported a position in KMB in Q2 2013 and held it in 32 quarters. The position peaked at $6.21M in Q2 2013. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.
- Sun Life Financial reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
- Sun Life Financial sold 1,506 Kimberly-Clark shares in Q2 2021, an estimated $209K.
- Sun Life Financial first reported a position in Kimberly-Clark in Q2 2013 and held it in 32 quarters.
- Sun Life Financial's Kimberly-Clark position peaked at $6.21M in Q2 2013.
- 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.
Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.