HIG
KMB icon

Heritage Investment Group’s Kimberly-Clark KMB Stock Holding History

Heritage Investment Group’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
-1,446
Closed -$200K – 94
2023
Q2 		$200K Sell
1,446
-49
-3% -$6.82K 0.06% 88
2023
Q1 		$201K Hold
1,495
– – 0.06% 81
2022
Q4 		$203K Buy
+1,495
New +$190K 0.06% 78
2022
Q3 		– Sell
-1,495
Closed -$202K – 79
2022
Q2 		$202K Buy
+1,495
New +$197K 0.12% 78

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

Heritage Investment Group's KMB Position: Q3 2023 in Review

Heritage Investment Group sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,446 shares — an estimated $200K sold.

Heritage Investment Group first reported a position in KMB in Q2 2022 and held it in 4 quarters. The position peaked at $203K in Q4 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Heritage Investment Group reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Heritage Investment Group sold 1,446 Kimberly-Clark shares in Q3 2023, an estimated $200K.
  • Heritage Investment Group first reported a position in Kimberly-Clark in Q2 2022 and held it in 4 quarters.
  • Heritage Investment Group's Kimberly-Clark position peaked at $203K in Q4 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Heritage Investment Group's 13F filing for Q3 2023, filed 3 Nov 2023.