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Lee Financial’s Kimberly-Clark KMB Stock Holding History

Lee 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
Q1 		– Sell
-501
Closed -$61.5K – 520
2023
Q4 		$61.5K Buy
501
+36
+8% +$4.35K 0.01% 214
2023
Q3 		$56.7K Hold
465
– – 0.01% 202
2023
Q2 		$64.7K Sell
465
-107
-19% -$14.9K 0.01% 200
2023
Q1 		$77.3K Sell
572
-7
-1% -$909 0.01% 199
2022
Q4 		$78.6K Hold
579
– – 0.01% 219
2022
Q3 		$65K Buy
579
+7
+1% +$910 0.01% 232
2022
Q2 		$78K Buy
572
+5
+0.9% +$659 0.01% 206
2022
Q1 		$70K Buy
567
+325
+134% +$42.9K 0.01% 213
2021
Q4 		$35K Buy
242
+25
+12% +$3.37K 0.01% 294
2021
Q3 		$29K Hold
217
– – 0.01% 282
2021
Q2 		$29K Sell
217
-90
-29% -$12K 0.01% 277
2021
Q1 		$43K Hold
307
– – 0.01% 240
2020
Q4 		$41K Sell
307
-99
-24% -$13.9K 0.01% 224
2020
Q3 		$60K Hold
406
– – 0.02% 203
2020
Q2 		$57K Buy
406
+15
+4% +$2.07K 0.02% 189
2020
Q1 		$50K Hold
391
– – 0.02% 173
2019
Q4 		$54K Buy
391
+35
+10% +$4.73K 0.01% 185
2019
Q3 		$51K Hold
356
– – 0.01% 188
2019
Q2 		$47K Hold
356
– – 0.01% 204
2019
Q1 		$44K Sell
356
-10
-3% -$1.16K 0.01% 197
2018
Q4 		$42K Sell
366
-60
-14% -$6.66K 0.01% 189
2018
Q3 		$48K Sell
426
-248
-37% -$27.8K 0.01% 192
2018
Q2 		$71K Sell
674
-493
-42% -$51.2K 0.02% 236
2018
Q1 		$128K Buy
1,167
+885
+314% +$101K 0.03% 189
2017
Q4 		$34K Buy
282
+60
+27% +$7K 0.01% 215
2017
Q3 		$26K Sell
222
-11,414
-98% -$1.39M 0.01% 223
2017
Q2 		$1.5M Buy
11,636
+45
+0.4% +$5.86K 0.55% 40
2017
Q1 		$1.53M Sell
11,591
-60
-0.5% -$7.57K 0.61% 35
2016
Q4 		$1.33M Buy
+11,651
New +$1.35M 0.74% 32

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's KMB Position: Q1 2024 in Review

Lee Financial sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 501 shares — an estimated $61.5K sold.

Lee Financial first reported a position in KMB in Q4 2016 and held it in 29 quarters. The position peaked at $1.53M in Q1 2017. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Lee Financial reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 501 Kimberly-Clark shares in Q1 2024, an estimated $61.5K.
  • Lee Financial first reported a position in Kimberly-Clark in Q4 2016 and held it in 29 quarters.
  • Lee Financial's Kimberly-Clark position peaked at $1.53M in Q1 2017.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.