Inlet Private Wealth’s Kimberly-Clark KMB Stock Holding History

Inlet Private Wealth’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	-2,107	Closed	-$291K	–	125
2023 Q2	$291K	Hold	2,107	–	–	0.07%	115
2023 Q1	$283K	Buy	2,107 +9	+0.4%	+$1.17K	0.07%	116
2022 Q4	$285K	Buy	2,098 +11	+0.5%	+$1.4K	0.07%	115
2022 Q3	$235K	Buy	2,087 +8	+0.4%	+$1.04K	0.07%	118
2022 Q2	$281K	Buy	2,079 +10	+0.5%	+$1.32K	0.08%	116
2022 Q1	$255K	Buy	2,069 +52	+3%	+$6.86K	0.06%	128
2021 Q4	$288K	Hold	2,017	–	–	0.07%	124
2021 Q3	$267K	Buy	2,017 +9	+0.4%	+$1.22K	0.07%	124
2021 Q2	$269K	Buy	2,008 +8	+0.4%	+$1.07K	0.07%	122
2021 Q1	$278K	Hold	2,000	–	–	0.08%	115
2020 Q4	$270K	Hold	2,000	–	–	0.09%	114
2020 Q3	$295K	Hold	2,000	–	–	0.12%	110
2020 Q2	$283K	Hold	2,000	–	–	0.11%	111
2020 Q1	$256K	Buy	2,000 +200	+11%	+$27.7K	0.12%	112
2019 Q4	$248K	Hold	1,800	–	–	0.08%	131
2019 Q3	$256K	Hold	1,800	–	–	0.09%	127
2019 Q2	$250K	Hold	1,800	–	–	0.09%	128
2019 Q1	$223K	Hold	1,800	–	–	0.09%	134
2018 Q4	$205K	Buy	+1,800	New	+$200K	0.11%	119

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Inlet Private Wealth's KMB Position: Q3 2023 in Review

Inlet Private Wealth sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 2,107 shares — an estimated $291K sold.

Inlet Private Wealth first reported a position in KMB in Q4 2018 and held it in 19 quarters. The position peaked at $295K in Q3 2020. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Inlet Private Wealth reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
Inlet Private Wealth sold 2,107 Kimberly-Clark shares in Q3 2023, an estimated $291K.
Inlet Private Wealth first reported a position in Kimberly-Clark in Q4 2018 and held it in 19 quarters.
Inlet Private Wealth's Kimberly-Clark position peaked at $295K in Q3 2020.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.