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Colony Group’s Kimberly-Clark KMB Stock Holding History

Colony Group’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
2023
Q3 		$1.15M Sell
9,478
-356
-4% -$46K 0.02% 409
2023
Q2 		$1.36M Buy
9,834
+27
+0.3% +$3.76K 0.02% 392
2023
Q1 		$1.32M Sell
9,807
-2,516
-20% -$327K 0.02% 395
2022
Q4 		$1.67M Buy
12,323
+2,370
+24% +$301K 0.02% 406
2022
Q3 		$1.12M Buy
9,953
+657
+7% +$85.4K 0.02% 421
2022
Q2 		$1.26M Sell
9,296
-22
-0.2% -$2.9K 0.02% 410
2022
Q1 		$1.15M Buy
9,318
+1,813
+24% +$239K 0.02% 459
2021
Q4 		$1.07M Buy
7,505
+1,435
+24% +$193K 0.02% 433
2021
Q3 		$804K Buy
6,070
+206
+4% +$28K 0.02% 468
2021
Q2 		$784K Sell
5,864
-940
-14% -$125K 0.02% 429
2021
Q1 		$946K Buy
6,804
+848
+14% +$113K 0.02% 409
2020
Q4 		$803K Sell
5,956
-1,475
-20% -$207K 0.02% 411
2020
Q3 		$1.1M Buy
7,431
+1,792
+32% +$269K 0.03% 344
2020
Q2 		$797K Sell
5,639
-179
-3% -$24.7K 0.02% 380
2020
Q1 		$744K Sell
5,818
-17
-0.3% -$2.35K 0.02% 387
2019
Q4 		$803K Buy
5,835
+2,897
+99% +$392K 0.02% 443
2019
Q3 		$417K Sell
2,938
-1,778
-38% -$244K 0.01% 525
2019
Q2 		$629K Buy
+4,716
New +$608K 0.02% 465
2016
Q1 		– Sell
-540
Closed -$69K – 452
2015
Q4 		$69K Sell
540
-40
-7% -$4.8K 0.01% 452
2015
Q3 		$63K Sell
580
-8,350
-94% -$920K 0.01% 447
2015
Q2 		$946K Buy
8,930
+84
+0.9% +$9.15K 0.1% 187
2015
Q1 		$948K Buy
8,846
+77
+0.9% +$8.51K 0.1% 163
2014
Q4 		$1.01M Buy
8,769
+289
+3% +$32.1K 0.11% 180
2014
Q3 		$875K Buy
+8,480
New +$883K 0.1% 179
2014
Q2 		– Sell
-40
Closed -$4K – 805
2014
Q1 		$4K Buy
+40
New +$4.14K ﹤0.01% 693

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Colony Group's KMB Position: Q3 2023 in Review

Colony Group reduced its Kimberly-Clark (KMB) stake by 3.6% in Q3 2023, selling an estimated $46K and leaving 9,478 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #409.

Colony Group first reported a position in KMB in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.67M in Q4 2022. 1,590 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Colony Group held 9,478 shares of Kimberly-Clark worth $1.15M as of Q3 2023.
  • Colony Group sold 356 Kimberly-Clark shares in Q3 2023, an estimated $46K.
  • Kimberly-Clark made up 0.02% of Colony Group's portfolio in Q3 2023, its #409 holding.
  • Colony Group first reported a position in Kimberly-Clark in Q1 2014 and has held it in 25 quarters since.
  • Colony Group's Kimberly-Clark position peaked at $1.67M in Q4 2022.
  • 1,590 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.