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Geller Advisors’s Kimberly-Clark KMB Stock Holding History

Geller Advisors’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
Q3 		– Sell
-1,951
Closed -$272K – 266
2023
Q2 		$272K Buy
1,951
+201
+11% +$28K 0.03% 202
2023
Q1 		$237K Buy
1,750
+6
+0.3% +$779 0.03% 154
2022
Q4 		$239K Buy
+1,744
New +$222K 0.04% 128
2022
Q3 		– Sell
-1,679
Closed -$229K – 141
2022
Q2 		$229K Sell
1,679
-346
-17% -$45.6K 0.05% 120
2022
Q1 		$252K Sell
2,025
-42
-2% -$5.54K 0.05% 130
2021
Q4 		$298K Sell
2,067
-77
-4% -$10.4K 0.06% 117
2021
Q3 		$286K Buy
+2,144
New +$292K 0.06% 110
2021
Q1 		– Sell
-1,081
Closed -$246K – 130
2020
Q4 		$246K Buy
+1,081
New +$151K 0.06% 96

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geller Advisors's KMB Position: Q3 2023 in Review

Geller Advisors sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,951 shares — an estimated $272K sold.

Geller Advisors first reported a position in KMB in Q4 2020 and held it in 8 quarters. The position peaked at $298K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Geller Advisors reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Geller Advisors sold 1,951 Kimberly-Clark shares in Q3 2023, an estimated $272K.
  • Geller Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 8 quarters.
  • Geller Advisors's Kimberly-Clark position peaked at $298K in Q4 2021.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Geller Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.