Joule Financial’s Kimberly-Clark KMB Stock Holding History

Joule Financial’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 Q3	–	Sell	-1,454	Closed	-$203K	–	112
2024 Q2	$203K	Buy	+1,454	New	+$194K	0.08%	99

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

Norges Bank Oslo, Norway $935B AUM

Joule Financial's KMB Position: Q3 2024 in Review

Joule Financial sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,454 shares — an estimated $203K sold.

Joule Financial first reported a position in KMB in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 1,733 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

Joule Financial reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
Joule Financial sold 1,454 Kimberly-Clark shares in Q3 2024, an estimated $203K.
Joule Financial first reported a position in Kimberly-Clark in Q2 2024 and held it in 1 quarter.
Joule Financial's Kimberly-Clark position peaked at $203K in Q2 2024.
1,733 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Joule Financial's 13F filing for Q3 2024, filed 17 Oct 2024.