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Williams Jones & Associates’s Kimberly-Clark KMB Stock Holding History

Williams Jones & Associates’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
Q2 		$622K Buy
4,670
+144
+3% +$18.6K 0.01% 247
2019
Q1 		$561K Sell
4,526
-100
-2% -$11.6K 0.01% 256
2018
Q4 		$527K Sell
4,626
-4,324
-48% -$480K 0.01% 247
2018
Q3 		$1.02M Sell
8,950
-900
-9% -$101K 0.02% 229
2018
Q2 		$1.04M Sell
9,850
-1,400
-12% -$145K 0.02% 221
2018
Q1 		$1.24M Sell
11,250
-200
-2% -$22.8K 0.03% 210
2017
Q4 		$1.38M Buy
11,450
+50
+0.4% +$5.83K 0.03% 211
2017
Q3 		$1.34M Buy
11,400
+450
+4% +$55K 0.03% 208
2017
Q2 		$1.41M Buy
10,950
+200
+2% +$26K 0.04% 205
2017
Q1 		$1.42M Buy
10,750
+100
+0.9% +$12.6K 0.04% 200
2016
Q4 		$1.22M Buy
10,650
+6,267
+143% +$727K 0.03% 203
2016
Q3 		$553K Buy
4,383
+100
+2% +$12.9K 0.02% 264
2016
Q2 		$589K Buy
4,283
+859
+25% +$112K 0.02% 242
2016
Q1 		$461K Hold
3,424
– – 0.02% 213
2015
Q4 		$436K Hold
3,424
– – 0.02% 231
2015
Q3 		$373K Sell
3,424
-1,300
-28% -$143K 0.02% 254
2015
Q2 		$501K Sell
4,724
-475
-9% -$51.7K 0.02% 250
2015
Q1 		$557K Sell
5,199
-639
-11% -$70.6K 0.02% 250
2014
Q4 		$675K Buy
5,838
+36
+0.6% +$4K 0.03% 232
2014
Q3 		$598K Sell
5,802
-47
-0.8% -$4.89K 0.03% 203
2014
Q2 		$624K Sell
5,849
-8,363
-59% -$889K 0.03% 200
2014
Q1 		$1.5M Buy
14,212
+7,636
+116% +$791K 0.03% 208
2013
Q4 		$659K Buy
6,576
+2,382
+57% +$238K 0.03% 177
2013
Q3 		$379K Sell
4,194
-939
-18% -$87K 0.02% 211
2013
Q2 		$478K Buy
+5,133
New +$495K 0.02% 222

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Williams Jones & Associates's KMB Position: Q2 2019 in Review

Williams Jones & Associates increased its Kimberly-Clark (KMB) stake by 3.2% in Q2 2019, buying an estimated $18.6K and bringing the position to 4,670 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #247.

Williams Jones & Associates first reported a position in KMB in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.5M in Q1 2014. 1,486 funds tracked by Wall St. Rank hold KMB as of Q2 2019.

  • Williams Jones & Associates held 4,670 shares of Kimberly-Clark worth $622K as of Q2 2019.
  • Williams Jones & Associates bought 144 Kimberly-Clark shares in Q2 2019, an estimated $18.6K.
  • Kimberly-Clark made up 0.01% of Williams Jones & Associates's portfolio in Q2 2019, its #247 holding.
  • Williams Jones & Associates first reported a position in Kimberly-Clark in Q2 2013 and has held it in 25 quarters since.
  • Williams Jones & Associates's Kimberly-Clark position peaked at $1.5M in Q1 2014.
  • 1,486 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.