LGL Partners’s Kimberly-Clark KMB Stock Holding History

LGL Partners’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 Q4	–	Sell	-2,957	Closed	-$333K	–	123
2022 Q3	$333K	Buy	+2,957	New	+$385K	0.07%	84

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGL Partners's KMB Position: Q4 2022 in Review

LGL Partners sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 2,957 shares — an estimated $333K sold.

LGL Partners first reported a position in KMB in Q3 2022 and held it in 1 quarter. The position peaked at $333K in Q3 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

LGL Partners reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 2,957 Kimberly-Clark shares in Q4 2022, an estimated $333K.
LGL Partners first reported a position in Kimberly-Clark in Q3 2022 and held it in 1 quarter.
LGL Partners's Kimberly-Clark position peaked at $333K in Q3 2022.
1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.