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

Kore 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
2022
Q3 		$291K Buy
2,586
+81
+3% +$10.5K 0.05% 188
2022
Q2 		$339K Sell
2,505
-205
-8% -$27K 0.05% 201
2022
Q1 		$334K Buy
2,710
+106
+4% +$14K 0.04% 225
2021
Q4 		$372K Sell
2,604
-686
-21% -$92.3K 0.05% 211
2021
Q3 		$436K Sell
3,290
-1,308
-28% -$178K 0.05% 260
2021
Q2 		$615K Buy
4,598
+1,035
+29% +$138K 0.07% 194
2021
Q1 		$495K Buy
3,563
+299
+9% +$39.7K 0.07% 192
2020
Q4 		$440K Buy
3,264
+235
+8% +$32.9K 0.07% 180
2020
Q3 		$447K Buy
3,029
+80
+3% +$12K 0.09% 144
2020
Q2 		$416K Sell
2,949
-411
-12% -$56.7K 0.09% 143
2020
Q1 		$430K Buy
3,360
+278
+9% +$38.5K 0.1% 123
2019
Q4 		$424K Buy
3,082
+88
+3% +$11.9K 0.08% 152
2019
Q3 		$424K Buy
2,994
+52
+2% +$7.15K 0.1% 140
2019
Q2 		$392K Sell
2,942
-93
-3% -$12K 0.09% 147
2019
Q1 		$377K Buy
3,035
+2,035
+204% +$236K 0.08% 142
2018
Q4 		$115K Buy
+1,000
New +$111K 0.03% 270

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kore Private Wealth's KMB Position: Q3 2022 in Review

Kore Private Wealth increased its Kimberly-Clark (KMB) stake by 3.2% in Q3 2022, buying an estimated $10.5K and bringing the position to 2,586 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #188.

Kore Private Wealth first reported a position in KMB in Q4 2018 and has held it in 16 quarters since. The position peaked at $615K in Q2 2021. 1,573 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Kore Private Wealth held 2,586 shares of Kimberly-Clark worth $291K as of Q3 2022.
  • Kore Private Wealth bought 81 Kimberly-Clark shares in Q3 2022, an estimated $10.5K.
  • Kimberly-Clark made up 0.05% of Kore Private Wealth's portfolio in Q3 2022, its #188 holding.
  • Kore Private Wealth first reported a position in Kimberly-Clark in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Kimberly-Clark position peaked at $615K in Q2 2021.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.