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Fernwood Investment Management’s Kimberly-Clark KMB Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-78
Closed -$10.1K – 464
2024
Q1 		$10.1K Buy
+78
New +$9.58K ﹤0.01% 570

Other funds holding KMB

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fernwood Investment Management's KMB Position: Q2 2024 in Review

Fernwood Investment Management sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 78 shares — an estimated $10.1K sold.

Fernwood Investment Management first reported a position in KMB in Q1 2024 and held it in 1 quarter. The position peaked at $10.1K in Q1 2024. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Fernwood Investment Management reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 78 Kimberly-Clark shares in Q2 2024, an estimated $10.1K.
  • Fernwood Investment Management first reported a position in Kimberly-Clark in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Kimberly-Clark position peaked at $10.1K in Q1 2024.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.