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Jacobs & Co’s Kimberly-Clark KMB Stock Holding History

Jacobs & Co’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
Q4 		– Sell
-2,447
Closed -$295K – 124
2023
Q3 		$295K Buy
2,447
+192
+9% +$24.8K 0.04% 107
2023
Q2 		$311K Hold
2,255
– – 0.04% 107
2023
Q1 		$302K Sell
2,255
-996
-31% -$129K 0.04% 109
2022
Q4 		$441K Buy
+3,251
New +$413K 0.06% 99

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobs & Co's KMB Position: Q4 2023 in Review

Jacobs & Co sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 2,447 shares — an estimated $295K sold.

Jacobs & Co first reported a position in KMB in Q4 2022 and held it in 4 quarters. The position peaked at $441K in Q4 2022. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Jacobs & Co reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Jacobs & Co sold 2,447 Kimberly-Clark shares in Q4 2023, an estimated $295K.
  • Jacobs & Co first reported a position in Kimberly-Clark in Q4 2022 and held it in 4 quarters.
  • Jacobs & Co's Kimberly-Clark position peaked at $441K in Q4 2022.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Jacobs & Co's 13F filing for Q4 2023, filed 18 Jan 2024.