Elm Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,848
| Closed | -$264K | – | 74 |
|
|
2021
Q4 | $264K | Hold |
1,848
| – | – | 0.15% | 78 |
|
|
2021
Q3 | $245K | Sell |
1,848
-102
| -5% | -$13.9K | 0.15% | 79 |
|
|
2021
Q2 | $261K | Hold |
1,950
| – | – | 0.15% | 77 |
|
|
2021
Q1 | $271K | Hold |
1,950
| – | – | 0.17% | 74 |
|
|
2020
Q4 | $263K | Sell |
1,950
-752
| -28% | -$105K | 0.16% | 71 |
|
|
2020
Q3 | $399K | Sell |
2,702
-100
| -4% | -$15K | 0.27% | 55 |
|
|
2020
Q2 | $396K | Hold |
2,802
| – | – | 0.28% | 58 |
|
|
2020
Q1 | $358K | Hold |
2,802
| – | – | 0.29% | 57 |
|
|
2019
Q4 | $385K | Sell |
2,802
-200
| -7% | -$27.1K | 0.24% | 58 |
|
|
2019
Q3 | $426K | Sell |
3,002
-75
| -2% | -$10.3K | 0.29% | 56 |
|
|
2019
Q2 | $410K | Buy |
3,077
+100
| +3% | +$12.9K | 0.28% | 57 |
|
|
2019
Q1 | $369K | Buy |
2,977
+310
| +12% | +$36K | 0.26% | 59 |
|
|
2018
Q4 | $304K | Sell |
2,667
-175
| -6% | -$19.4K | 0.25% | 62 |
|
|
2018
Q3 | $323K | Sell |
2,842
-100
| -3% | -$11.2K | 0.22% | 63 |
|
|
2018
Q2 | $310K | Sell |
2,942
-260
| -8% | -$27K | 0.24% | 59 |
|
|
2018
Q1 | $353K | Hold |
3,202
| – | – | 0.27% | 59 |
|
|
2017
Q4 | $386K | Sell |
3,202
-152
| -5% | -$17.7K | 0.29% | 56 |
|
|
2017
Q3 | $395K | Sell |
3,354
-75
| -2% | -$9.16K | 0.31% | 54 |
|
|
2017
Q2 | $443K | Hold |
3,429
| – | – | 0.36% | 45 |
|
|
2017
Q1 | $451K | Buy |
3,429
+350
| +11% | +$44.1K | 0.38% | 45 |
|
|
2016
Q4 | $351K | Sell |
3,079
-200
| -6% | -$23.2K | 0.32% | 50 |
|
|
2016
Q3 | $414K | Sell |
3,279
-175
| -5% | -$22.6K | 0.38% | 48 |
|
|
2016
Q2 | $475K | Sell |
3,454
-50
| -1% | -$6.54K | 0.45% | 43 |
|
|
2016
Q1 | $471K | Sell |
3,504
-225
| -6% | -$29.3K | 0.46% | 40 |
|
|
2015
Q4 | $475K | Sell |
3,729
-115
| -3% | -$13.8K | 0.47% | 40 |
|
|
2015
Q3 | $419K | Sell |
3,844
-100
| -3% | -$11K | 0.43% | 43 |
|
|
2015
Q2 | $418K | Sell |
3,944
-355
| -8% | -$38.7K | 0.39% | 48 |
|
|
2015
Q1 | $460K | Sell |
4,299
-301
| -7% | -$33.3K | 0.43% | 44 |
|
|
2014
Q4 | $531K | Sell |
4,600
-297
| -6% | -$33K | 0.48% | 39 |
|
|
2014
Q3 | $505K | Sell |
4,897
-104
| -2% | -$10.8K | 0.48% | 38 |
|
|
2014
Q2 | $533K | Hold |
5,001
| – | – | 0.5% | 36 |
|
|
2014
Q1 | $529K | Sell |
5,001
-193
| -4% | -$20K | 0.51% | 35 |
|
|
2013
Q4 | $520K | Buy |
+5,194
| New | +$518K | 0.5% | 37 |
|
Other funds holding KMB
Elm Advisors's KMB Position: Q1 2022 in Review
Elm Advisors sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,848 shares — an estimated $264K sold.
Elm Advisors first reported a position in KMB in Q4 2013 and held it in 33 quarters. The position peaked at $533K in Q2 2014. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.
- Elm Advisors reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
- Elm Advisors sold 1,848 Kimberly-Clark shares in Q1 2022, an estimated $264K.
- Elm Advisors first reported a position in Kimberly-Clark in Q4 2013 and held it in 33 quarters.
- Elm Advisors's Kimberly-Clark position peaked at $533K in Q2 2014.
- 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.
Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.