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Lokken Investment Group’s Kimberly-Clark KMB Stock Holding History

Lokken Investment Group’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
Q1 		– Sell
-1,407
Closed -$201K – 137
2021
Q4 		$201K Buy
+1,407
New +$189K 0.14% 130

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's KMB Position: Q1 2022 in Review

Lokken Investment Group sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,407 shares — an estimated $201K sold.

Lokken Investment Group first reported a position in KMB in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Lokken Investment Group reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Lokken Investment Group sold 1,407 Kimberly-Clark shares in Q1 2022, an estimated $201K.
  • Lokken Investment Group first reported a position in Kimberly-Clark in Q4 2021 and held it in 1 quarter.
  • Lokken Investment Group's Kimberly-Clark position peaked at $201K in Q4 2021.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Lokken Investment Group's 13F filing for Q1 2022, filed 11 May 2022.