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Innovis Asset Management’s Kimberly-Clark KMB Stock Holding History

Innovis Asset 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
Q3 		$263K Buy
2,177
+31
+1% +$4K 0.1% 120
2023
Q2 		$296K Sell
2,146
-11
-0.5% -$1.53K 0.11% 118
2023
Q1 		$290K Buy
2,157
+108
+5% +$14K 0.12% 117
2022
Q4 		$278K Buy
+2,049
New +$260K 0.13% 109

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Innovis Asset Management's KMB Position: Q3 2023 in Review

Innovis Asset Management increased its Kimberly-Clark (KMB) stake by 1.4% in Q3 2023, buying an estimated $4K and bringing the position to 2,177 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #120.

Innovis Asset Management first reported a position in KMB in Q4 2022 and has held it in 4 quarters since. The position peaked at $296K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Innovis Asset Management held 2,177 shares of Kimberly-Clark worth $263K as of Q3 2023.
  • Innovis Asset Management bought 31 Kimberly-Clark shares in Q3 2023, an estimated $4K.
  • Kimberly-Clark made up 0.1% of Innovis Asset Management's portfolio in Q3 2023, its #120 holding.
  • Innovis Asset Management first reported a position in Kimberly-Clark in Q4 2022 and has held it in 4 quarters since.
  • Innovis Asset Management's Kimberly-Clark position peaked at $296K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.