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Wharton Business Group’s Kimberly-Clark KMB Stock Holding History

Wharton Business Group’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
2013
Q4 		– Sell
-2,247
Closed -$203K – 154
2013
Q3 		$203K Sell
2,247
-5,777
-72% -$535K 0.02% 143
2013
Q2 		$747K Buy
+8,024
New +$774K 0.07% 112

Other funds holding KMB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Wharton Business Group's KMB Position: Q4 2013 in Review

Wharton Business Group sold out of Kimberly-Clark (KMB) in Q4 2013, closing a stake of 2,247 shares — an estimated $203K sold.

Wharton Business Group first reported a position in KMB in Q2 2013 and held it in 2 quarters. The position peaked at $747K in Q2 2013. 1,120 funds tracked by Wall St. Rank hold KMB as of Q4 2013.

  • Wharton Business Group reported no remaining Kimberly-Clark position as of Q4 2013 after selling out during the quarter.
  • Wharton Business Group sold 2,247 Kimberly-Clark shares in Q4 2013, an estimated $203K.
  • Wharton Business Group first reported a position in Kimberly-Clark in Q2 2013 and held it in 2 quarters.
  • Wharton Business Group's Kimberly-Clark position peaked at $747K in Q2 2013.
  • 1,120 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2013.

Based on Wharton Business Group's 13F filing for Q4 2013, filed 7 Feb 2014.