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Chase Investment Counsel’s Kimberly-Clark KMB Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-2,756
Closed -$334K – 138
2023
Q4 		$334K Sell
2,756
-439
-14% -$53.1K 0.15% 110
2023
Q3 		$386K Hold
3,195
– – 0.19% 93
2023
Q2 		$441K Buy
3,195
+130
+4% +$18.1K 0.22% 68
2023
Q1 		$411K Buy
3,065
+150
+5% +$19.5K 0.23% 70
2022
Q4 		$395K Buy
2,915
+260
+10% +$33K 0.24% 64
2022
Q3 		$298K Hold
2,655
– – 0.19% 69
2022
Q2 		$358K Buy
+2,655
New +$350K 0.19% 76

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Chase Investment Counsel's KMB Position: Q1 2024 in Review

Chase Investment Counsel sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 2,756 shares — an estimated $334K sold.

Chase Investment Counsel first reported a position in KMB in Q2 2022 and held it in 7 quarters. The position peaked at $441K in Q2 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Chase Investment Counsel reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Chase Investment Counsel sold 2,756 Kimberly-Clark shares in Q1 2024, an estimated $334K.
  • Chase Investment Counsel first reported a position in Kimberly-Clark in Q2 2022 and held it in 7 quarters.
  • Chase Investment Counsel's Kimberly-Clark position peaked at $441K in Q2 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Chase Investment Counsel's 13F filing for Q1 2024, filed 2 May 2024.