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

Trillium 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
-1,895
Closed -$269K – 266
2019
Q3 		$269K Buy
+1,895
New +$260K 0.01% 240
2018
Q4 		– Sell
-2,024
Closed -$230K – 236
2018
Q3 		$230K Buy
+2,024
New +$227K 0.01% 233

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

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

Trillium Asset Management sold out of Kimberly-Clark (KMB) in Q4 2019, closing a stake of 1,895 shares — an estimated $269K sold.

Trillium Asset Management first reported a position in KMB in Q3 2018 and held it in 2 quarters. The position peaked at $269K in Q3 2019. 1,537 funds tracked by Wall St. Rank hold KMB as of Q4 2019.

  • Trillium Asset Management reported no remaining Kimberly-Clark position as of Q4 2019 after selling out during the quarter.
  • Trillium Asset Management sold 1,895 Kimberly-Clark shares in Q4 2019, an estimated $269K.
  • Trillium Asset Management first reported a position in Kimberly-Clark in Q3 2018 and held it in 2 quarters.
  • Trillium Asset Management's Kimberly-Clark position peaked at $269K in Q3 2019.
  • 1,537 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2019.

Based on Trillium Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.