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Gitterman Wealth Management’s Kimberly-Clark KMB Stock Holding History

Gitterman Wealth 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
2023
Q1 		– Sell
-2,734
Closed -$371K – 101
2022
Q4 		$371K Buy
+2,734
New +$347K 0.19% 30
2022
Q3 		– Sell
-2,679
Closed -$358K – 84
2022
Q2 		$358K Buy
+2,679
New +$353K 0.33% 33
2022
Q1 		– Sell
-2,651
Closed -$378K – 109
2021
Q4 		$378K Buy
+2,651
New +$357K 0.28% 44
2021
Q2 		– Sell
-2,396
Closed -$333K – 83
2021
Q1 		$333K Buy
+2,396
New +$318K 0.21% 38

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gitterman Wealth Management's KMB Position: Q1 2023 in Review

Gitterman Wealth Management sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 2,734 shares — an estimated $371K sold.

Gitterman Wealth Management first reported a position in KMB in Q1 2021 and held it in 4 quarters. The position peaked at $378K in Q4 2021. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Gitterman Wealth Management reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,734 Kimberly-Clark shares in Q1 2023, an estimated $371K.
  • Gitterman Wealth Management first reported a position in Kimberly-Clark in Q1 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Kimberly-Clark position peaked at $378K in Q4 2021.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.