Avalon Investment & Advisory’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17M | Sell |
126,402
-2,464
| -2% | -$320K | 0.46% | 64 |
|
|
2022
Q4 | $17.5M | Sell |
128,866
-766
| -0.6% | -$97.3K | 0.5% | 70 |
|
|
2022
Q3 | $14.6M | Sell |
129,632
-264
| -0.2% | -$34.3K | 0.45% | 79 |
|
|
2022
Q2 | $17.6M | Buy |
129,896
+120
| +0.1% | +$15.8K | 0.5% | 67 |
|
|
2022
Q1 | $16M | Buy |
129,776
+2,463
| +2% | +$325K | 0.39% | 80 |
|
|
2021
Q4 | $18.2M | Sell |
127,313
-1,482
| -1% | -$199K | 0.45% | 72 |
|
|
2021
Q3 | $17.1M | Sell |
128,795
-9,065
| -7% | -$1.23M | 0.4% | 79 |
|
|
2021
Q2 | $18.4M | Sell |
137,860
-23,828
| -15% | -$3.18M | 0.41% | 76 |
|
|
2021
Q1 | $22.5M | Sell |
161,688
-11,792
| -7% | -$1.57M | 0.52% | 69 |
|
|
2020
Q4 | $23.4M | Sell |
173,480
-48,820
| -22% | -$6.84M | 0.48% | 61 |
|
|
2020
Q3 | $32.8M | Sell |
222,300
-11,978
| -5% | -$1.8M | 0.73% | 41 |
|
|
2020
Q2 | $33.1M | Sell |
234,278
-15,302
| -6% | -$2.11M | 0.76% | 39 |
|
|
2020
Q1 | $31.9M | Buy |
249,580
+31,349
| +14% | +$4.34M | 0.82% | 34 |
|
|
2019
Q4 | $30M | Buy |
218,231
+6,566
| +3% | +$888K | 0.61% | 50 |
|
|
2019
Q3 | $30.1M | Buy |
211,665
+4,707
| +2% | +$647K | 0.66% | 42 |
|
|
2019
Q2 | $27.6M | Buy |
206,958
+1
| +0% | +$129 | 0.61% | 48 |
|
|
2019
Q1 | $25.6M | Buy |
206,957
+4,516
| +2% | +$525K | 0.58% | 50 |
|
|
2018
Q4 | $23.1M | Buy |
202,441
+6,621
| +3% | +$735K | 0.6% | 50 |
|
|
2018
Q3 | $22.3M | Buy |
195,820
+16,707
| +9% | +$1.87M | 0.62% | 47 |
|
|
2018
Q2 | $18.9M | Buy |
179,113
+32,522
| +22% | +$3.38M | 0.56% | 65 |
|
|
2018
Q1 | $16.1M | Buy |
146,591
+29,828
| +26% | +$3.4M | 0.5% | 74 |
|
|
2017
Q4 | $14.1M | Sell |
116,763
-995
| -0.8% | -$116K | 0.44% | 82 |
|
|
2017
Q3 | $13.9M | Sell |
117,758
-80,344
| -41% | -$9.81M | 0.44% | 81 |
|
|
2017
Q2 | $25.6M | Buy |
198,102
+2,204
| +1% | +$287K | 0.85% | 32 |
|
|
2017
Q1 | $25.8M | Buy |
195,898
+3,193
| +2% | +$403K | 0.88% | 30 |
|
|
2016
Q4 | $22M | Sell |
192,705
-10,062
| -5% | -$1.17M | 0.79% | 41 |
|
|
2016
Q3 | $25.6M | Sell |
202,767
-1,092
| -0.5% | -$141K | 0.96% | 36 |
|
|
2016
Q2 | $28M | Buy |
203,859
+98,089
| +93% | +$12.8M | 1.08% | 29 |
|
|
2016
Q1 | $14.2M | Sell |
105,770
-27,134
| -20% | -$3.53M | 0.62% | 64 |
|
|
2015
Q4 | $16.9M | Sell |
132,904
-2,248
| -2% | -$270K | 0.73% | 53 |
|
|
2015
Q3 | $14.7M | Buy |
135,152
+450
| +0.3% | +$49.6K | 0.65% | 59 |
|
|
2015
Q2 | $14.3M | Sell |
134,702
-246
| -0.2% | -$26.8K | 0.61% | 65 |
|
|
2015
Q1 | $14.5M | Buy |
134,948
+1,136
| +0.8% | +$125K | 0.63% | 66 |
|
|
2014
Q4 | $15.5M | Sell |
133,812
-2,815
| -2% | -$312K | 0.7% | 53 |
|
|
2014
Q3 | $14.1M | Sell |
136,627
-1,717
| -1% | -$179K | 0.71% | 47 |
|
|
2014
Q2 | $14.8M | Sell |
138,344
-1,170
| -0.8% | -$124K | 0.75% | 44 |
|
|
2014
Q1 | $14.7M | Sell |
139,514
-1,518
| -1% | -$157K | 0.81% | 40 |
|
|
2013
Q4 | $14.1M | Buy |
141,032
+387
| +0.3% | +$38.6K | 0.79% | 42 |
|
|
2013
Q3 | $12.7M | Sell |
140,645
-972
| -0.7% | -$90K | 0.82% | 40 |
|
|
2013
Q2 | $13.2M | Buy |
+141,617
| New | +$13.7M | 0.79% | 41 |
|
Other funds holding KMB
Avalon Investment & Advisory's KMB Position: Q1 2023 in Review
Avalon Investment & Advisory reduced its Kimberly-Clark (KMB) stake by 1.9% in Q1 2023, selling an estimated $320K and leaving 126,402 shares worth $17M. The position accounts for 0.46% of the portfolio, ranked #64.
Avalon Investment & Advisory first reported a position in KMB in Q2 2013 and has held it in 40 quarters since. The position peaked at $33.1M in Q2 2020. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.
- Avalon Investment & Advisory held 126,402 shares of Kimberly-Clark worth $17M as of Q1 2023.
- Avalon Investment & Advisory sold 2,464 Kimberly-Clark shares in Q1 2023, an estimated $320K.
- Kimberly-Clark made up 0.46% of Avalon Investment & Advisory's portfolio in Q1 2023, its #64 holding.
- Avalon Investment & Advisory first reported a position in Kimberly-Clark in Q2 2013 and has held it in 40 quarters since.
- Avalon Investment & Advisory's Kimberly-Clark position peaked at $33.1M in Q2 2020.
- 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.
Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.