Balasa Dinverno & Foltz’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $248K | Buy |
2,206
+2
| +0.1% | +$260 | 0.02% | 294 |
|
|
2022
Q2 | $298K | Hold |
2,204
| – | – | 0.02% | 272 |
|
|
2022
Q1 | $271K | Sell |
2,204
-594
| -21% | -$78.4K | 0.02% | 286 |
|
|
2021
Q4 | $400K | Sell |
2,798
-580
| -17% | -$78.1K | 0.03% | 228 |
|
|
2021
Q3 | $447K | Sell |
3,378
-111
| -3% | -$15.1K | 0.03% | 202 |
|
|
2021
Q2 | $467K | Buy |
3,489
+108
| +3% | +$14.4K | 0.03% | 191 |
|
|
2021
Q1 | $470K | Buy |
3,381
+243
| +8% | +$32.3K | 0.04% | 187 |
|
|
2020
Q4 | $423K | Sell |
3,138
-1,080
| -26% | -$151K | 0.04% | 186 |
|
|
2020
Q3 | $623K | Buy |
4,218
+1,023
| +32% | +$154K | 0.06% | 134 |
|
|
2020
Q2 | $452K | Sell |
3,195
-948
| -23% | -$131K | 0.05% | 138 |
|
|
2020
Q1 | $530K | Buy |
4,143
+694
| +20% | +$96K | 0.07% | 131 |
|
|
2019
Q4 | $474K | Buy |
3,449
+7
| +0.2% | +$947 | 0.05% | 164 |
|
|
2019
Q3 | $489K | Buy |
3,442
+12
| +0.3% | +$1.65K | 0.06% | 154 |
|
|
2019
Q2 | $457K | Hold |
3,430
| – | – | 0.05% | 151 |
|
|
2019
Q1 | $425K | Sell |
3,430
-145
| -4% | -$16.9K | 0.05% | 149 |
|
|
2018
Q4 | $407K | Sell |
3,575
-230
| -6% | -$25.5K | 0.05% | 147 |
|
|
2018
Q3 | $432K | Sell |
3,805
-36
| -0.9% | -$4.04K | 0.05% | 153 |
|
|
2018
Q2 | $405K | Sell |
3,841
-184
| -5% | -$19.1K | 0.06% | 147 |
|
|
2018
Q1 | $443K | Sell |
4,025
-101
| -2% | -$11.5K | 0.07% | 132 |
|
|
2017
Q4 | $498K | Sell |
4,126
-281
| -6% | -$32.8K | 0.07% | 118 |
|
|
2017
Q3 | $519K | Sell |
4,407
-1,514
| -26% | -$185K | 0.08% | 114 |
|
|
2017
Q2 | $764K | Buy |
5,921
+325
| +6% | +$42.3K | 0.12% | 74 |
|
|
2017
Q1 | $737K | Sell |
5,596
-3
| -0.1% | -$378 | 0.12% | 75 |
|
|
2016
Q4 | $639K | Buy |
5,599
+626
| +13% | +$72.7K | 0.11% | 78 |
|
|
2016
Q3 | $627K | Buy |
4,973
+57
| +1% | +$7.37K | 0.11% | 74 |
|
|
2016
Q2 | $676K | Buy |
4,916
+2,380
| +94% | +$311K | 0.12% | 69 |
|
|
2016
Q1 | $341K | Sell |
2,536
-110
| -4% | -$14.3K | 0.06% | 119 |
|
|
2015
Q4 | $337K | Buy |
2,646
+164
| +7% | +$19.7K | 0.06% | 136 |
|
|
2015
Q3 | $271K | Buy |
2,482
+4
| +0.2% | +$441 | 0.05% | 154 |
|
|
2015
Q2 | $263K | Sell |
2,478
-50
| -2% | -$5.45K | 0.04% | 159 |
|
|
2015
Q1 | $271K | Sell |
2,528
-492
| -16% | -$54.4K | 0.04% | 156 |
|
|
2014
Q4 | $349K | Sell |
3,020
-78
| -3% | -$8.65K | 0.05% | 130 |
|
|
2014
Q3 | $319K | Sell |
3,098
-124
| -4% | -$12.9K | 0.05% | 121 |
|
|
2014
Q2 | $344K | Sell |
3,222
-80
| -2% | -$8.5K | 0.04% | 111 |
|
|
2014
Q1 | $349K | Buy |
3,302
+284
| +9% | +$29.4K | 0.04% | 105 |
|
|
2013
Q4 | $302K | Buy |
3,018
+31
| +1% | +$3.09K | 0.04% | 110 |
|
|
2013
Q3 | $270K | Buy |
2,987
+103
| +4% | +$9.54K | 0.04% | 108 |
|
|
2013
Q2 | $269K | Buy |
+2,884
| New | +$278K | 0.05% | 105 |
|
Other funds holding KMB
Balasa Dinverno & Foltz's KMB Position: Q3 2022 in Review
Balasa Dinverno & Foltz increased its Kimberly-Clark (KMB) stake by 0.09% in Q3 2022, buying an estimated $260 and bringing the position to 2,206 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #294.
Balasa Dinverno & Foltz first reported a position in KMB in Q2 2013 and has held it in 38 quarters since. The position peaked at $764K in Q2 2017. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.
- Balasa Dinverno & Foltz held 2,206 shares of Kimberly-Clark worth $248K as of Q3 2022.
- Balasa Dinverno & Foltz bought 2 Kimberly-Clark shares in Q3 2022, an estimated $260.
- Kimberly-Clark made up 0.02% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #294 holding.
- Balasa Dinverno & Foltz first reported a position in Kimberly-Clark in Q2 2013 and has held it in 38 quarters since.
- Balasa Dinverno & Foltz's Kimberly-Clark position peaked at $764K in Q2 2017.
- 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.
Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.