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Alera Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$246K Buy
1,731
+2
+0.1% +$284 0.03% 236
2024
Q2 		$239K Buy
+1,729
New +$231K 0.03% 229
2019
Q2 		– Sell
-458
Closed -$57K – 562
2019
Q1 		$57K Sell
458
-846
-65% -$98.3K 0.03% 147
2018
Q4 		$149K Buy
+1,304
New +$145K 0.09% 94

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Alera Investment Advisors's KMB Position: Q3 2024 in Review

Alera Investment Advisors increased its Kimberly-Clark (KMB) stake by 0.12% in Q3 2024, buying an estimated $284 and bringing the position to 1,731 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #236.

Alera Investment Advisors first reported a position in KMB in Q4 2018 and has held it in 4 quarters since. 1,733 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Alera Investment Advisors held 1,731 shares of Kimberly-Clark worth $246K as of Q3 2024.
  • Alera Investment Advisors bought 2 Kimberly-Clark shares in Q3 2024, an estimated $284.
  • Kimberly-Clark made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #236 holding.
  • Alera Investment Advisors first reported a position in Kimberly-Clark in Q4 2018 and has held it in 4 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.