First Personal Financial Services’s Kimberly-Clark KMB Stock Holding History

First Personal Financial Services’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	$6.2M	Buy	43,580 +1,441	+3%	+$204K	1.31%	31
2024 Q2	$5.82M	Buy	42,139 +1,436	+4%	+$192K	1.32%	31
2024 Q1	$5.26M	Buy	40,703 +128	+0.3%	+$15.7K	1.22%	33
2023 Q4	$4.93M	Sell	40,575 -941	-2%	-$114K	1.2%	35
2023 Q3	$5.02M	Buy	41,516 +3,808	+10%	+$492K	1.31%	33
2023 Q2	$5.21M	Buy	37,708 +3,128	+9%	+$435K	1.29%	33
2023 Q1	$4.64M	Buy	34,580 +1,125	+3%	+$146K	1.2%	35
2022 Q4	$4.54M	Sell	33,455 -2,050	-6%	-$260K	1.23%	35
2022 Q3	$4M	Buy	35,505 +1,042	+3%	+$136K	1.16%	33
2022 Q2	$4.66M	Buy	34,463 +479	+1%	+$63.1K	1.3%	33
2022 Q1	$4.18M	Buy	33,984 +9,511	+39%	+$1.26M	0.98%	41
2021 Q4	$3.5M	Buy	24,473 +11,221	+85%	+$1.51M	0.78%	47
2021 Q3	$1.75M	Buy	13,252 +6,758	+104%	+$919K	0.44%	55
2021 Q2	$869K	Buy	6,494 +5,985	+1,176%	+$798K	0.22%	70
2021 Q1	$71K	Hold	509	–	–	0.02%	164
2020 Q4	$69K	Sell	509 -195	-28%	-$27.3K	0.02%	161
2020 Q3	$104K	Hold	704	–	–	0.03%	138
2020 Q2	$100K	Hold	704	–	–	0.03%	142
2020 Q1	$90K	Sell	704 -17	-2%	-$2.35K	0.03%	145
2019 Q4	$99K	Sell	721 -300	-29%	-$40.6K	0.03%	152
2019 Q3	$145K	Sell	1,021 -72	-7%	-$9.89K	0.05%	146
2019 Q2	$146K	Buy	1,093 +167	+18%	+$21.5K	0.04%	184
2019 Q1	$115K	Hold	926	–	–	0.04%	191
2018 Q4	$106K	Buy	926 +98	+12%	+$10.9K	0.04%	196
2018 Q3	$94K	Hold	828	–	–	0.03%	217
2018 Q2	$87K	Sell	828 -200	-19%	-$20.8K	0.03%	219
2018 Q1	$113K	Sell	1,028 -116	-10%	-$13.2K	0.02%	279
2017 Q4	$138K	Sell	1,144 -221	-16%	-$25.8K	0.03%	294
2017 Q3	$161K	Sell	1,365 -817	-37%	-$99.8K	0.03%	237
2017 Q2	$282K	Buy	2,182 +815	+60%	+$106K	0.06%	185
2017 Q1	$180K	Sell	1,367 -81	-6%	-$10.2K	0.04%	209
2016 Q4	$165K	Sell	1,448 -69	-5%	-$8.01K	0.04%	209
2016 Q3	$191K	Sell	1,517 -135	-8%	-$17.5K	0.06%	161
2016 Q2	$227K	Buy	1,652 +211	+15%	+$27.6K	0.08%	146
2016 Q1	$194K	Buy	1,441 +22	+2%	+$2.86K	0.1%	117
2015 Q4	$181K	Sell	1,419 -69	-5%	-$8.28K	0.1%	118
2015 Q3	$163K	Hold	1,488	–	–	0.1%	120
2015 Q2	$158K	Hold	1,488	–	–	0.09%	120
2015 Q1	$160K	Buy	1,488 +259	+21%	+$28.6K	0.1%	121
2014 Q4	$141K	Buy	+1,229	New	+$136K	0.08%	122

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's KMB Position: Q3 2024 in Review

First Personal Financial Services increased its Kimberly-Clark (KMB) stake by 3.4% in Q3 2024, buying an estimated $204K and bringing the position to 43,580 shares worth $6.2M. The position accounts for 1.31% of the portfolio, ranked #31.

First Personal Financial Services first reported a position in KMB in Q4 2014 and has held it in 40 quarters since. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

First Personal Financial Services held 43,580 shares of Kimberly-Clark worth $6.2M as of Q3 2024.
First Personal Financial Services bought 1,441 Kimberly-Clark shares in Q3 2024, an estimated $204K.
Kimberly-Clark made up 1.31% of First Personal Financial Services's portfolio in Q3 2024, its #31 holding.
First Personal Financial Services first reported a position in Kimberly-Clark in Q4 2014 and has held it in 40 quarters since.
1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.