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Evanson Asset Management’s Kimberly-Clark KMB Stock Holding History

Evanson Asset Management’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
2024
Q3 		– Sell
-1,819
Closed -$251K – 309
2024
Q2 		$251K Hold
1,819
– – 0.02% 266
2024
Q1 		$235K Hold
1,819
– – 0.02% 273
2023
Q4 		$221K Sell
1,819
-584
-24% -$70.6K 0.02% 267
2023
Q3 		$290K Hold
2,403
– – 0.03% 226
2023
Q2 		$332K Hold
2,403
– – 0.03% 210
2023
Q1 		$323K Hold
2,403
– – 0.03% 206
2022
Q4 		$326K Sell
2,403
-1,772
-42% -$225K 0.04% 195
2022
Q3 		$470K Buy
+4,175
New +$543K 0.06% 157

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evanson Asset Management's KMB Position: Q3 2024 in Review

Evanson Asset Management sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,819 shares — an estimated $251K sold.

Evanson Asset Management first reported a position in KMB in Q3 2022 and held it in 8 quarters. The position peaked at $470K in Q3 2022. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Evanson Asset Management reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Evanson Asset Management sold 1,819 Kimberly-Clark shares in Q3 2024, an estimated $251K.
  • Evanson Asset Management first reported a position in Kimberly-Clark in Q3 2022 and held it in 8 quarters.
  • Evanson Asset Management's Kimberly-Clark position peaked at $470K in Q3 2022.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Evanson Asset Management's 13F filing for Q3 2024, filed 7 Oct 2024.