AF
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Affiance Financial’s Kimberly-Clark KMB Stock Holding History

Affiance Financial’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
Q1 		– Sell
-214
Closed -$29.1K – 273
2022
Q4 		$29.1K Buy
+214
New +$27.2K 0.01% 209
2022
Q1 		– Sell
-1,499
Closed -$214K – 140
2021
Q4 		$214K Buy
+1,499
New +$202K 0.09% 104
2021
Q3 		– Sell
-1,499
Closed -$201K – 156
2021
Q2 		$201K Sell
1,499
-175
-10% -$23.3K 0.09% 111
2021
Q1 		$233K Hold
1,674
– – 0.1% 98
2020
Q4 		$226K Hold
1,674
– – 0.12% 92
2020
Q3 		$247K Hold
1,674
– – 0.14% 89
2020
Q2 		$237K Hold
1,674
– – 0.13% 83
2020
Q1 		$214K Hold
1,674
– – 0.15% 78
2019
Q4 		$230K Buy
1,674
+39
+2% +$5.28K 0.13% 82
2019
Q3 		$232K Hold
1,635
– – 0.14% 86
2019
Q2 		$218K Hold
1,635
– – 0.13% 87
2019
Q1 		$203K Buy
+1,635
New +$190K 0.13% 88
2018
Q1 		– Sell
-1,806
Closed -$218K – 79
2017
Q4 		$218K Buy
1,806
+11
+0.6% +$1.28K 0.16% 75
2017
Q3 		$211K Sell
1,795
-70
-4% -$8.55K 0.17% 74
2017
Q2 		$241K Buy
1,865
+10
+0.5% +$1.3K 0.19% 67
2017
Q1 		$244K Buy
1,855
+9
+0.5% +$1.14K 0.19% 69
2016
Q4 		$211K Buy
1,846
+10
+0.5% +$1.16K 0.17% 79
2016
Q3 		$232K Buy
1,836
+8
+0.4% +$1.03K 0.19% 78
2016
Q2 		$251K Hold
1,828
– – 0.21% 74
2016
Q1 		$246K Hold
1,828
– – 0.24% 76
2015
Q4 		$233K Buy
+1,828
New +$219K 0.24% 76
2015
Q1 		– Sell
-1,828
Closed -$211K – 88
2014
Q4 		$211K Buy
+1,828
New +$203K 0.37% 68

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Affiance Financial's KMB Position: Q1 2023 in Review

Affiance Financial sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 214 shares — an estimated $29.1K sold.

Affiance Financial first reported a position in KMB in Q4 2014 and held it in 22 quarters. The position peaked at $251K in Q2 2016. 1,640 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Affiance Financial reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 214 Kimberly-Clark shares in Q1 2023, an estimated $29.1K.
  • Affiance Financial first reported a position in Kimberly-Clark in Q4 2014 and held it in 22 quarters.
  • Affiance Financial's Kimberly-Clark position peaked at $251K in Q2 2016.
  • 1,640 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.