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USCA RIA’s Kimberly-Clark KMB Stock Holding History

USCA RIA’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
2021
Q2 		$4.9M Buy
36,603
+1,673
+5% +$223K 0.3% 99
2021
Q1 		$4.86M Buy
34,930
+32,501
+1,338% +$4.31M 0.32% 92
2020
Q4 		$327K Sell
2,429
-2,009
-45% -$281K 0.02% 394
2020
Q3 		$655K Buy
4,438
+2
+0% +$300 0.05% 254
2020
Q2 		$627K Sell
4,436
-401
-8% -$55.4K 0.06% 257
2020
Q1 		$618K Sell
4,837
-31,402
-87% -$4.34M 0.07% 240
2019
Q4 		$4.99M Buy
36,239
+21,493
+146% +$2.91M 0.45% 67
2019
Q3 		$2.1M Buy
14,746
+8,310
+129% +$1.14M 0.21% 139
2019
Q2 		$858K Sell
6,436
-10,881
-63% -$1.4M 0.09% 240
2019
Q1 		$2.15M Sell
17,317
-1,395
-7% -$162K 0.23% 135
2018
Q4 		$2.13M Sell
18,712
-26,132
-58% -$2.9M 0.28% 116
2018
Q3 		$5.1M Buy
44,844
+14,006
+45% +$1.57M 0.52% 51
2018
Q2 		$3.25M Sell
30,838
-1,144
-4% -$119K 0.35% 78
2018
Q1 		$3.52M Sell
31,982
-14,942
-32% -$1.7M 0.39% 72
2017
Q4 		$5.66M Buy
46,924
+45,286
+2,765% +$5.28M 0.62% 43
2017
Q3 		$211K Hold
1,638
– – 0.03% 378
2017
Q2 		$211K Sell
1,638
-8,253
-83% -$1.07M 0.03% 384
2017
Q1 		$1.3M Buy
+9,891
New +$1.25M 0.19% 156

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USCA RIA's KMB Position: Q2 2021 in Review

USCA RIA increased its Kimberly-Clark (KMB) stake by 4.8% in Q2 2021, buying an estimated $223K and bringing the position to 36,603 shares worth $4.9M. The position accounts for 0.3% of the portfolio, ranked #99.

USCA RIA first reported a position in KMB in Q1 2017 and has held it in 18 quarters since. The position peaked at $5.66M in Q4 2017. 1,573 funds tracked by Wall St. Rank hold KMB as of Q2 2021.

  • USCA RIA held 36,603 shares of Kimberly-Clark worth $4.9M as of Q2 2021.
  • USCA RIA bought 1,673 Kimberly-Clark shares in Q2 2021, an estimated $223K.
  • Kimberly-Clark made up 0.3% of USCA RIA's portfolio in Q2 2021, its #99 holding.
  • USCA RIA first reported a position in Kimberly-Clark in Q1 2017 and has held it in 18 quarters since.
  • USCA RIA's Kimberly-Clark position peaked at $5.66M in Q4 2017.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.