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Disciplined Investments’s Kimberly-Clark KMB Stock Holding History

Disciplined Investments’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 		– Sell
-24
Closed -$3.31K – 863
2023
Q2 		$3.31K Buy
24
+1
+4% +$139 ﹤0.01% 498
2023
Q1 		$3.09K Sell
23
-3
-12% -$390 ﹤0.01% 517
2022
Q4 		$3.53K Buy
26
+6
+30% +$762 ﹤0.01% 457
2022
Q3 		$2K Sell
20
-5
-20% -$650 ﹤0.01% 666
2022
Q2 		$3K Buy
25
+9
+56% +$1.19K ﹤0.01% 556
2022
Q1 		$2K Buy
+16
New +$2.11K ﹤0.01% 725
2020
Q2 		– Sell
-69
Closed -$9.53K – 427
2020
Q1 		$9K Buy
+69
New +$9.54K 0.01% 278

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

Disciplined Investments's KMB Position: Q3 2023 in Review

Disciplined Investments sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 24 shares — an estimated $3.31K sold.

Disciplined Investments first reported a position in KMB in Q1 2020 and held it in 7 quarters. The position peaked at $9K in Q1 2020. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Disciplined Investments reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 24 Kimberly-Clark shares in Q3 2023, an estimated $3.31K.
  • Disciplined Investments first reported a position in Kimberly-Clark in Q1 2020 and held it in 7 quarters.
  • Disciplined Investments's Kimberly-Clark position peaked at $9K in Q1 2020.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.