Hapanowicz & Associates Financial Services’s Kimberly-Clark KMB Stock Holding History

Hapanowicz & Associates 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 Q2	–	Sell	-1,635	Closed	-$211K	–	32
2024 Q1	$211K	Buy	+1,635	New	+$201K	0.12%	30
2023 Q3	–	Sell	-1,635	Closed	-$226K	–	32
2023 Q2	$226K	Hold	1,635	–	–	0.15%	27
2023 Q1	$219K	Hold	1,635	–	–	0.15%	25
2022 Q4	$222K	Sell	1,635 -200	-11%	-$25.4K	0.16%	24
2022 Q3	$207K	Buy	1,835 +200	+12%	+$26K	0.19%	23
2022 Q2	$221K	Hold	1,635	–	–	0.17%	24
2022 Q1	$201K	Hold	1,635	–	–	0.09%	25
2021 Q4	$234K	Hold	1,635	–	–	0.1%	26
2021 Q3	$217K	Hold	1,635	–	–	0.09%	28
2021 Q2	$219K	Hold	1,635	–	–	0.1%	28
2021 Q1	$227K	Hold	1,635	–	–	0.11%	24
2020 Q4	$220K	Hold	1,635	–	–	0.11%	31
2020 Q3	$241K	Hold	1,635	–	–	0.14%	26
2020 Q2	$231K	Hold	1,635	–	–	0.15%	16
2020 Q1	$210K	Hold	1,635	–	–	0.15%	15
2019 Q4	$225K	Hold	1,635	–	–	0.14%	18
2019 Q3	$232K	Hold	1,635	–	–	0.15%	14
2019 Q2	$218K	Hold	1,635	–	–	0.14%	17
2019 Q1	$202K	Buy	+1,635	New	+$190K	0.14%	17
2017 Q3	–	Sell	-1,608	Closed	-$204K	–	18
2017 Q2	$204K	Hold	1,608	–	–	0.17%	19
2017 Q1	$212K	Buy	+1,608	New	+$203K	0.19%	19

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hapanowicz & Associates Financial Services's KMB Position: Q2 2024 in Review

Hapanowicz & Associates Financial Services sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 1,635 shares — an estimated $211K sold.

Hapanowicz & Associates Financial Services first reported a position in KMB in Q1 2017 and held it in 21 quarters. The position peaked at $241K in Q3 2020. 1,732 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

Hapanowicz & Associates Financial Services reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
Hapanowicz & Associates Financial Services sold 1,635 Kimberly-Clark shares in Q2 2024, an estimated $211K.
Hapanowicz & Associates Financial Services first reported a position in Kimberly-Clark in Q1 2017 and held it in 21 quarters.
Hapanowicz & Associates Financial Services's Kimberly-Clark position peaked at $241K in Q3 2020.
1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2024, filed 26 Jul 2024.