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Advisory Research’s Kimberly-Clark KMB Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-2,574
Closed -$311K – 404
2023
Q3 		$311K Buy
2,574
+275
+12% +$35.5K 0.04% 369
2023
Q2 		$317K Buy
+2,299
New +$320K 0.04% 368
2018
Q2 		– Sell
-11,025
Closed -$1.21M – 381
2018
Q1 		$1.21M Buy
+11,025
New +$1.26M 0.02% 257
2014
Q2 		– Sell
-652
Closed -$69K – 508
2014
Q1 		$69K Buy
+652
New +$67.5K ﹤0.01% 566

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Advisory Research's KMB Position: Q4 2023 in Review

Advisory Research sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 2,574 shares — an estimated $311K sold.

Advisory Research first reported a position in KMB in Q1 2014 and held it in 4 quarters. The position peaked at $1.21M in Q1 2018. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Advisory Research reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 2,574 Kimberly-Clark shares in Q4 2023, an estimated $311K.
  • Advisory Research first reported a position in Kimberly-Clark in Q1 2014 and held it in 4 quarters.
  • Advisory Research's Kimberly-Clark position peaked at $1.21M in Q1 2018.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.