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Ergoteles’s Kimberly-Clark KMB Stock Holding History

Ergoteles’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
-39,396
Closed -$5.44M – 472
2023
Q2 		$5.44M Buy
39,396
+13,758
+54% +$1.92M 0.26% 97
2023
Q1 		$3.44M Buy
+25,638
New +$3.33M 0.13% 133
2022
Q4 		– Sell
-38,615
Closed -$4.35M – 1681
2022
Q3 		$4.35M Buy
38,615
+23,115
+149% +$3.01M 0.15% 145
2022
Q2 		$2.1M Sell
15,500
-126,319
-89% -$16.6M 0.06% 310
2022
Q1 		$17.5M Buy
141,819
+137,694
+3,338% +$18.2M 0.66% 26
2021
Q4 		$590K Buy
4,125
+2,295
+125% +$309K 0.02% 579
2021
Q3 		$242K Buy
+1,830
New +$249K 0.01% 893
2021
Q2 		– Sell
-62,408
Closed -$8.68M – 1594
2021
Q1 		$8.68M Buy
62,408
+57,866
+1,274% +$7.68M 0.27% 95
2020
Q4 		$612K Buy
+4,542
New +$636K 0.02% 422

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

Ergoteles's KMB Position: Q3 2023 in Review

Ergoteles sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 39,396 shares — an estimated $5.44M sold.

Ergoteles first reported a position in KMB in Q4 2020 and held it in 9 quarters. The position peaked at $17.5M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Ergoteles reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 39,396 Kimberly-Clark shares in Q3 2023, an estimated $5.44M.
  • Ergoteles first reported a position in Kimberly-Clark in Q4 2020 and held it in 9 quarters.
  • Ergoteles's Kimberly-Clark position peaked at $17.5M in Q1 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

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