Univest 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 |
-5,656
| Closed | -$786K | – | 113 |
|
|
2021
Q1 | $786K | Sell |
5,656
-28,854
| -84% | -$3.83M | 0.22% | 51 |
|
|
2020
Q4 | $4.65M | Buy |
34,510
+1,101
| +3% | +$154K | 1.35% | 27 |
|
|
2020
Q3 | $4.93M | Sell |
33,409
-1,073
| -3% | -$161K | 1.56% | 21 |
|
|
2020
Q2 | $4.87M | Buy |
34,482
+1,516
| +5% | +$209K | 1.61% | 20 |
|
|
2020
Q1 | $4.21M | Buy |
32,966
+5,911
| +22% | +$818K | 1.67% | 13 |
|
|
2019
Q4 | $3.09M | Sell |
27,055
-2,920
| -10% | -$395K | 1.31% | 36 |
|
|
2019
Q3 | $4.26M | Sell |
29,975
-463
| -2% | -$63.6K | 1.37% | 30 |
|
|
2019
Q2 | $4.06M | Buy |
30,438
+159
| +0.5% | +$20.5K | 1.28% | 31 |
|
|
2019
Q1 | $3.75M | Sell |
30,279
-2,120
| -7% | -$246K | 1.23% | 34 |
|
|
2018
Q4 | $3.69M | Sell |
32,399
-6,361
| -16% | -$706K | 1.36% | 27 |
|
|
2018
Q3 | $4.41M | Sell |
38,760
-826
| -2% | -$92.6K | 1.34% | 25 |
|
|
2018
Q2 | $4.17M | Buy |
39,586
+965
| +2% | +$100K | 1.67% | 24 |
|
|
2018
Q1 | $4.25M | Buy |
38,621
+6,523
| +20% | +$743K | 1.84% | 23 |
|
|
2017
Q4 | $3.87M | Buy |
32,098
+572
| +2% | +$66.7K | 1.56% | 34 |
|
|
2017
Q3 | $3.71M | Buy |
31,526
+3,655
| +13% | +$446K | 1.57% | 31 |
|
|
2017
Q2 | $3.6M | Buy |
27,871
+120
| +0.4% | +$15.6K | 1.51% | 32 |
|
|
2017
Q1 | $3.65M | Buy |
27,751
+696
| +3% | +$87.8K | 1.6% | 27 |
|
|
2016
Q4 | $3.09M | Sell |
27,055
-2,423
| -8% | -$281K | 1.31% | 36 |
|
|
2016
Q3 | $3.72M | Buy |
29,478
+534
| +2% | +$69.1K | 1.68% | 17 |
|
|
2016
Q2 | $3.98M | Sell |
28,944
-423
| -1% | -$55.4K | 1.81% | 7 |
|
|
2016
Q1 | $3.95M | Sell |
29,367
-383
| -1% | -$49.8K | 1.8% | 13 |
|
|
2015
Q4 | $3.79M | Sell |
29,750
-765
| -3% | -$91.8K | 1.73% | 18 |
|
|
2015
Q3 | $3.33M | Sell |
30,515
-2,233
| -7% | -$246K | 1.63% | 24 |
|
|
2015
Q2 | $3.47M | Buy |
32,748
+787
| +2% | +$85.7K | 1.59% | 25 |
|
|
2015
Q1 | $3.42M | Sell |
31,961
-16
| -0.1% | -$1.77K | 1.54% | 28 |
|
|
2014
Q4 | $3.69M | Buy |
31,977
+8,357
| +35% | +$927K | 1.62% | 27 |
|
|
2014
Q3 | $2.44M | Sell |
23,620
-1,179
| -5% | -$123K | 1.14% | 53 |
|
|
2014
Q2 | $2.64M | Sell |
24,799
-371
| -1% | -$39.4K | 1.24% | 50 |
|
|
2014
Q1 | $2.66M | Sell |
25,170
-6,146
| -20% | -$636K | 1.33% | 47 |
|
|
2013
Q4 | $3.14M | Sell |
31,316
-581
| -2% | -$58K | 1.55% | 23 |
|
|
2013
Q3 | $2.88M | Buy |
31,897
+1,032
| +3% | +$95.6K | 1.54% | 31 |
|
|
2013
Q2 | $2.88M | Buy |
+30,865
| New | +$2.98M | 1.58% | 26 |
|
Other funds holding KMB
Univest Financial's KMB Position: Q2 2021 in Review
Univest Financial sold out of Kimberly-Clark (KMB) in Q2 2021, closing a stake of 5,656 shares — an estimated $786K sold.
Univest Financial first reported a position in KMB in Q2 2013 and held it in 32 quarters. The position peaked at $4.93M in Q3 2020. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.
- Univest Financial reported no remaining Kimberly-Clark position as of Q2 2021 after selling out during the quarter.
- Univest Financial sold 5,656 Kimberly-Clark shares in Q2 2021, an estimated $786K.
- Univest Financial first reported a position in Kimberly-Clark in Q2 2013 and held it in 32 quarters.
- Univest Financial's Kimberly-Clark position peaked at $4.93M in Q3 2020.
- 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.
Based on Univest Financial's 13F filing for Q2 2021, filed 20 Jul 2021.