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Ellis Investment Partners’s Kimberly-Clark KMB Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-1,343
Closed -$151K – 483
2022
Q3 		$151K Buy
1,343
+111
+9% +$14.4K 0.04% 227
2022
Q2 		$166K Buy
1,232
+11
+0.9% +$1.45K 0.04% 229
2022
Q1 		$150K Sell
1,221
-69
-5% -$9.11K 0.04% 273
2021
Q4 		$184K Buy
1,290
+89
+7% +$12K 0.04% 237
2021
Q3 		$159K Buy
1,201
+10
+0.8% +$1.36K 0.04% 242
2021
Q2 		$159K Buy
1,191
+9
+0.8% +$1.2K 0.04% 239
2021
Q1 		$164K Buy
1,182
+10
+0.9% +$1.33K 0.05% 228
2020
Q4 		$158K Sell
1,172
-116
-9% -$16.2K 0.05% 224
2020
Q3 		$190K Buy
1,288
+8
+0.6% +$1.2K 0.07% 178
2020
Q2 		$181K Buy
1,280
+771
+151% +$106K 0.07% 171
2020
Q1 		$64K Sell
509
-27
-5% -$3.73K 0.03% 259
2019
Q4 		$72K Hold
536
– – 0.02% 286
2019
Q3 		$75K Buy
536
+351
+190% +$48.2K 0.03% 271
2019
Q2 		$25K Buy
+185
New +$23.9K 0.01% 415

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
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
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

Ellis Investment Partners's KMB Position: Q4 2022 in Review

Ellis Investment Partners sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 1,343 shares — an estimated $151K sold.

Ellis Investment Partners first reported a position in KMB in Q2 2019 and held it in 14 quarters. The position peaked at $190K in Q3 2020. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Ellis Investment Partners reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 1,343 Kimberly-Clark shares in Q4 2022, an estimated $151K.
  • Ellis Investment Partners first reported a position in Kimberly-Clark in Q2 2019 and held it in 14 quarters.
  • Ellis Investment Partners's Kimberly-Clark position peaked at $190K in Q3 2020.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.