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Swaine & Leidel Wealth Services’s Kimberly-Clark KMB Stock Holding History

Swaine & Leidel Wealth 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
2019
Q4 		– Sell
-16,202
Closed -$2.64M – 74
2019
Q3 		$2.64M Buy
16,202
+4,179
+35% +$574K 2.38% 17
2019
Q2 		$2.06M Buy
12,023
+2,503
+26% +$323K 2.2% 23
2019
Q1 		$1.5M Buy
+9,520
New +$1.11M 1.9% 31

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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

Swaine & Leidel Wealth Services's KMB Position: Q4 2019 in Review

Swaine & Leidel Wealth Services sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 16,202 shares — an estimated $2.64M sold.

Swaine & Leidel Wealth Services first reported a position in KMB in Q1 2019 and held it in 3 quarters. The position peaked at $2.64M in Q3 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Swaine & Leidel Wealth Services reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 16,202 Kimberly-Clark shares in Q4 2019, an estimated $2.64M.
  • Swaine & Leidel Wealth Services first reported a position in Kimberly-Clark in Q1 2019 and held it in 3 quarters.
  • Swaine & Leidel Wealth Services's Kimberly-Clark position peaked at $2.64M in Q3 2019.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Swaine & Leidel Wealth Services's 13F filing for Q4 2019, filed 11 Feb 2020.