First National Bank of South Miami’s Kimberly-Clark KMB Stock Holding History

First National Bank of South Miami’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 Q2	$603K	Sell	4,367 -214	-5%	-$29.8K	0.49%	58
2023 Q1	$615K	Sell	4,581 -152	-3%	-$19.7K	0.49%	58
2022 Q4	$643K	Sell	4,733 -55	-1%	-$6.99K	0.48%	58
2022 Q3	$539K	Sell	4,788 -259	-5%	-$33.7K	0.42%	62
2022 Q2	$683K	Buy	5,047 +403	+9%	+$53.1K	0.47%	59
2022 Q1	$572K	Buy	4,644 +168	+4%	+$22.2K	0.35%	75
2021 Q4	$640K	Buy	4,476 +269	+6%	+$36.2K	0.39%	64
2021 Q3	$558K	Buy	4,207 +72	+2%	+$9.79K	0.37%	66
2021 Q2	$553K	Buy	4,135 +419	+11%	+$55.9K	0.38%	67
2021 Q1	$517K	Buy	3,716 +192	+5%	+$25.5K	0.39%	66
2020 Q4	$475K	Buy	3,524 +27	+0.8%	+$3.78K	0.41%	64
2020 Q3	$516K	Sell	3,497 -30	-0.9%	-$4.5K	0.49%	55
2020 Q2	$499K	Hold	3,527	–	–	0.54%	54
2020 Q1	$451K	Sell	3,527 -11	-0.3%	-$1.52K	0.57%	55
2019 Q4	$487K	Buy	3,538 +30	+0.9%	+$4.06K	0.48%	64
2019 Q3	$495K	Hold	3,508	–	–	0.47%	64
2019 Q2	$476K	Sell	3,508 -105	-3%	-$13.5K	0.45%	68
2019 Q1	$448K	Sell	3,613 -1,979	-35%	-$230K	0.43%	69
2018 Q4	$623K	Buy	+5,592	New	+$621K	0.61%	46

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First National Bank of South Miami's KMB Position: Q2 2023 in Review

First National Bank of South Miami reduced its Kimberly-Clark (KMB) stake by 4.7% in Q2 2023, selling an estimated $29.8K and leaving 4,367 shares worth $603K. The position accounts for 0.49% of the portfolio, ranked #58.

First National Bank of South Miami first reported a position in KMB in Q4 2018 and has held it in 19 quarters since. The position peaked at $683K in Q2 2022. 1,677 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

First National Bank of South Miami held 4,367 shares of Kimberly-Clark worth $603K as of Q2 2023.
First National Bank of South Miami sold 214 Kimberly-Clark shares in Q2 2023, an estimated $29.8K.
Kimberly-Clark made up 0.49% of First National Bank of South Miami's portfolio in Q2 2023, its #58 holding.
First National Bank of South Miami first reported a position in Kimberly-Clark in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Kimberly-Clark position peaked at $683K in Q2 2022.
1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.