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Charter Oak Capital Management’s Kimberly-Clark KMB Stock Holding History

Charter Oak 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
2022
Q3 		– Sell
-535
Closed -$72K – 537
2022
Q2 		$72K Hold
535
– – 0.01% 284
2022
Q1 		$66K Hold
535
– – 0.01% 313
2021
Q4 		$76K Hold
535
– – 0.01% 288
2021
Q3 		$71K Buy
535
+33
+7% +$4.49K 0.01% 286
2021
Q2 		$67K Sell
502
-19
-4% -$2.54K 0.01% 283
2021
Q1 		$72K Hold
521
– – 0.01% 273
2020
Q4 		$70K Buy
+521
New +$72.9K 0.01% 255

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charter Oak Capital Management's KMB Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 535 shares — an estimated $72K sold.

Charter Oak Capital Management first reported a position in KMB in Q4 2020 and held it in 7 quarters. The position peaked at $76K in Q4 2021. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 535 Kimberly-Clark shares in Q3 2022, an estimated $72K.
  • Charter Oak Capital Management first reported a position in Kimberly-Clark in Q4 2020 and held it in 7 quarters.
  • Charter Oak Capital Management's Kimberly-Clark position peaked at $76K in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.