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First Trust Direct Indexing’s Kimberly-Clark KMB Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-19,100
Closed -$2.72M – 490
2024
Q3 		$2.72M Buy
19,100
+3,136
+20% +$445K 0.15% 133
2024
Q2 		$2.21M Buy
15,964
+2,643
+20% +$353K 0.14% 144
2024
Q1 		$1.72M Sell
13,321
-148
-1% -$18.2K 0.13% 165
2023
Q4 		$1.64M Buy
13,469
+463
+4% +$56K 0.15% 157
2023
Q3 		$1.57M Buy
13,006
+327
+3% +$42.2K 0.18% 123
2023
Q2 		$1.75M Buy
12,679
+1,500
+13% +$209K 0.19% 115
2023
Q1 		$1.5M Buy
11,179
+1,572
+16% +$204K 0.18% 135
2022
Q4 		$1.3M Sell
9,607
-389
-4% -$49.4K 0.17% 143
2022
Q3 		$1.13M Sell
9,996
-1,059
-10% -$138K 0.16% 154
2022
Q2 		$1.49M Buy
11,055
+767
+7% +$101K 0.21% 114
2022
Q1 		$1.27M Buy
10,288
+797
+8% +$105K 0.15% 163
2021
Q4 		$1.36M Buy
9,491
+178
+2% +$24K 0.18% 135
2021
Q3 		$1.23M Buy
9,313
+785
+9% +$107K 0.18% 135
2021
Q2 		$1.14M Buy
8,528
+2,647
+45% +$353K 0.17% 149
2021
Q1 		$818K Buy
5,881
+399
+7% +$53K 0.22% 129
2020
Q4 		$739K Buy
+5,482
New +$768K 0.2% 124

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

First Trust Direct Indexing's KMB Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 19,100 shares — an estimated $2.72M sold.

First Trust Direct Indexing first reported a position in KMB in Q4 2020 and held it in 16 quarters. The position peaked at $2.72M in Q3 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 19,100 Kimberly-Clark shares in Q4 2024, an estimated $2.72M.
  • First Trust Direct Indexing first reported a position in Kimberly-Clark in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Kimberly-Clark position peaked at $2.72M in Q3 2024.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.