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Symphony Asset Management’s Kimberly-Clark KMB Stock Holding History

Symphony Asset Management’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
-4,196
Closed -$596K – 183
2019
Q3 		$596K Buy
+4,196
New +$577K 0.13% 96
2017
Q1 		– Sell
-13,540
Closed -$1.55M – 410
2016
Q4 		$1.55M Sell
13,540
-13,466
-50% -$1.56M 0.16% 143
2016
Q3 		$3.41M Sell
27,006
-1,615
-6% -$209K 0.35% 67
2016
Q2 		$3.94M Buy
28,621
+2,325
+9% +$304K 0.42% 69
2016
Q1 		$3.54M Buy
26,296
+2,809
+12% +$365K 0.38% 66
2015
Q4 		$2.99M Sell
23,487
-179
-0.8% -$21.5K 0.33% 76
2015
Q3 		$2.58M Buy
23,666
+9,247
+64% +$1.02M 0.31% 82
2015
Q2 		$1.53M Buy
14,419
+2,064
+17% +$225K 0.19% 134
2015
Q1 		$1.32M Buy
12,355
+531
+4% +$58.7K 0.15% 141
2014
Q4 		$1.37M Buy
11,824
+46
+0.4% +$5.1K 0.17% 137
2014
Q3 		$1.21M Sell
11,778
-472
-4% -$49.1K 0.13% 159
2014
Q2 		$1.31M Buy
+12,250
New +$1.3M 0.14% 181
2013
Q3 		– Sell
-9,915
Closed -$924K – 375
2013
Q2 		$924K Buy
+9,915
New +$957K 0.09% 208

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

Symphony Asset Management's KMB Position: Q4 2019 in Review

Symphony Asset Management sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 4,196 shares — an estimated $596K sold.

Symphony Asset Management first reported a position in KMB in Q2 2013 and held it in 13 quarters. The position peaked at $3.94M in Q2 2016. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Symphony Asset Management reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • Symphony Asset Management sold 4,196 Kimberly-Clark shares in Q4 2019, an estimated $596K.
  • Symphony Asset Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 13 quarters.
  • Symphony Asset Management's Kimberly-Clark position peaked at $3.94M in Q2 2016.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Symphony Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.