Bourgeon Capital Management’s Kimberly-Clark KMB Stock Holding History

Bourgeon Capital Management’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
2021 Q4	–	Sell	-500	Closed	-$66K	–	278
2021 Q3	$66K	Hold	500	–	–	0.01%	150
2021 Q2	$67K	Hold	500	–	–	0.01%	152
2021 Q1	$70K	Hold	500	–	–	0.02%	147
2020 Q4	$67K	Hold	500	–	–	0.02%	137
2020 Q3	$74K	Hold	500	–	–	0.02%	127
2020 Q2	$71K	Hold	500	–	–	0.03%	105
2020 Q1	$64K	Sell	500 -300	-38%	-$41.5K	0.03%	98
2019 Q4	$110K	Hold	800	–	–	0.05%	88
2019 Q3	$114K	Buy	+800	New	+$110K	0.06%	82

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bourgeon Capital Management's KMB Position: Q4 2021 in Review

Bourgeon Capital Management sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 500 shares — an estimated $66K sold.

Bourgeon Capital Management first reported a position in KMB in Q3 2019 and held it in 9 quarters. The position peaked at $114K in Q3 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

Bourgeon Capital Management reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
Bourgeon Capital Management sold 500 Kimberly-Clark shares in Q4 2021, an estimated $66K.
Bourgeon Capital Management first reported a position in Kimberly-Clark in Q3 2019 and held it in 9 quarters.
Bourgeon Capital Management's Kimberly-Clark position peaked at $114K in Q3 2019.
1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Bourgeon Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.