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Loveless Wealth Management’s Kimberly-Clark KMB Stock Holding History

Loveless Wealth Management’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
Q2 		$1.67M Hold
12,345
– – 1.09% 32
2022
Q1 		$1.52M Sell
12,345
-305
-2% -$40.2K 0.86% 40
2021
Q4 		$1.81M Buy
12,650
+300
+2% +$40.4K 0.99% 39
2021
Q3 		$1.64M Sell
12,350
-85
-0.7% -$11.6K 1% 37
2021
Q2 		$1.66M Buy
12,435
+55
+0.4% +$7.34K 1.01% 37
2021
Q1 		$1.72M Buy
12,380
+90
+0.7% +$11.9K 1.14% 32
2020
Q4 		$1.66M Buy
12,290
+120
+1% +$16.8K 1.22% 29
2020
Q3 		$1.8M Buy
12,170
+235
+2% +$35.3K 1.52% 22
2020
Q2 		$1.69M Buy
11,935
+395
+3% +$54.5K 1.57% 21
2020
Q1 		$1.48M Buy
11,540
+155
+1% +$21.4K 1.74% 19
2019
Q4 		$1.55M Buy
+11,385
New +$1.54M 1.33% 26

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
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
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

Loveless Wealth Management's KMB Position: Q2 2022 in Review

Loveless Wealth Management held its Kimberly-Clark (KMB) position steady in Q2 2022 at 12,345 shares worth $1.67M. The position accounts for 1.09% of the portfolio, ranked #32.

Loveless Wealth Management first reported a position in KMB in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.81M in Q4 2021. 1,634 funds tracked by Wall St. Rank hold KMB as of Q2 2022.

  • Loveless Wealth Management held 12,345 shares of Kimberly-Clark worth $1.67M as of Q2 2022.
  • Loveless Wealth Management left its Kimberly-Clark share count unchanged in Q2 2022.
  • Kimberly-Clark made up 1.09% of Loveless Wealth Management's portfolio in Q2 2022, its #32 holding.
  • Loveless Wealth Management first reported a position in Kimberly-Clark in Q4 2019 and has held it in 11 quarters since.
  • Loveless Wealth Management's Kimberly-Clark position peaked at $1.81M in Q4 2021.
  • 1,634 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.