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

ValueInvest 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
2018 Q1	$201M	Buy	1,826,400 +75,000	+4%	+$8.54M	13.69%	3
2017 Q4	$211M	Buy	1,751,400 +31,900	+2%	+$3.72M	13.06%	3
2017 Q3	$202M	Buy	1,719,500 +23,100	+1%	+$2.82M	13.48%	3
2017 Q2	$219M	Buy	1,696,400 +19,700	+1%	+$2.56M	13.52%	1
2017 Q1	$221M	Sell	1,676,700 -40,600	-2%	-$5.12M	13.4%	1
2016 Q4	$196M	Buy	+1,717,300	New	+$199M	11.78%	2

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ValueInvest Asset Management's KMB Position: Q1 2018 in Review

ValueInvest Asset Management increased its Kimberly-Clark (KMB) stake by 4.3% in Q1 2018, buying an estimated $8.54M and bringing the position to 1,826,400 shares worth $201M. The position accounts for 13.69% of the portfolio, ranked #3.

ValueInvest Asset Management first reported a position in KMB in Q4 2016 and has held it in 6 quarters since. The position peaked at $221M in Q1 2017. 1,378 funds tracked by Wall St. Rank hold KMB as of Q1 2018.

ValueInvest Asset Management held 1,826,400 shares of Kimberly-Clark worth $201M as of Q1 2018.
ValueInvest Asset Management bought 75,000 Kimberly-Clark shares in Q1 2018, an estimated $8.54M.
Kimberly-Clark made up 13.69% of ValueInvest Asset Management's portfolio in Q1 2018, its #3 holding.
ValueInvest Asset Management first reported a position in Kimberly-Clark in Q4 2016 and has held it in 6 quarters since.
ValueInvest Asset Management's Kimberly-Clark position peaked at $221M in Q1 2017.
1,378 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2018.

Based on ValueInvest Asset Management's 13F filing for Q1 2018, filed 9 May 2018.