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Edge Capital Group’s Kimberly-Clark KMB Stock Holding History

Edge Capital 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
Q2 		– Sell
-1,277
Closed -$171K – 360
2023
Q1 		$171K Sell
1,277
-17
-1% -$2.21K 0.01% 307
2022
Q4 		$176K Buy
+1,294
New +$164K 0.01% 296
2022
Q1 		– Sell
-1,455
Closed -$208K – 306
2021
Q4 		$208K Buy
+1,455
New +$196K 0.01% 268
2020
Q4 		– Sell
-3,530
Closed -$521K – 277
2020
Q3 		$521K Sell
3,530
-8,670
-71% -$1.3M 0.05% 156
2020
Q2 		$1.72M Buy
12,200
+334
+3% +$46.1K 0.18% 90
2020
Q1 		$1.52M Buy
11,866
+3,178
+37% +$440K 0.18% 90
2019
Q4 		$1.2M Sell
8,688
-25
-0.3% -$3.38K 0.12% 110
2019
Q3 		$1.24M Buy
8,713
+833
+11% +$114K 0.13% 105
2019
Q2 		$1.05M Buy
7,880
+177
+2% +$22.8K 0.1% 122
2019
Q1 		$954K Buy
7,703
+1,465
+23% +$170K 0.09% 122
2018
Q4 		$711K Buy
+6,238
New +$692K 0.08% 134

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edge Capital Group's KMB Position: Q2 2023 in Review

Edge Capital Group sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 1,277 shares — an estimated $171K sold.

Edge Capital Group first reported a position in KMB in Q4 2018 and held it in 11 quarters. The position peaked at $1.72M in Q2 2020. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Edge Capital Group reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Edge Capital Group sold 1,277 Kimberly-Clark shares in Q2 2023, an estimated $171K.
  • Edge Capital Group first reported a position in Kimberly-Clark in Q4 2018 and held it in 11 quarters.
  • Edge Capital Group's Kimberly-Clark position peaked at $1.72M in Q2 2020.
  • 1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Edge Capital Group's 13F filing for Q2 2023, filed 8 Aug 2023.