Lumbard & Kellner’s Kimberly-Clark KMB Stock Holding History

Lumbard & Kellner’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
2023 Q2	–	Sell	-1,500	Closed	-$217K	–	77
2023 Q1	$217K	Hold	1,500	–	–	0.11%	79
2022 Q4	$204K	Buy	+1,500	New	+$191K	0.1%	81
2022 Q3	–	Sell	-1,500	Closed	-$203K	–	87
2022 Q2	$203K	Buy	+1,500	New	+$198K	0.1%	74
2022 Q1	–	Sell	-1,500	Closed	-$206K	–	94
2021 Q4	$206K	Hold	1,500	–	–	0.08%	86
2021 Q3	$199K	Hold	1,500	–	–	0.08%	93
2021 Q2	$201K	Hold	1,500	–	–	0.08%	94
2021 Q1	$200K	Buy	+1,500	New	+$199K	0.07%	95
2020 Q3	–	Sell	-1,500	Closed	-$212K	–	73
2020 Q2	$212K	Buy	+1,500	New	+$207K	0.12%	61
2020 Q1	–	Sell	-1,500	Closed	-$206K	–	76
2019 Q4	$206K	Hold	1,500	–	–	0.11%	68
2019 Q3	$213K	Hold	1,500	–	–	0.12%	67
2019 Q2	$200K	Buy	+1,500	New	+$193K	0.11%	66
2016 Q4	–	Sell	-2,000	Closed	-$252K	–	78
2016 Q3	$252K	Hold	2,000	–	–	0.17%	57
2016 Q2	$275K	Hold	2,000	–	–	0.2%	58
2016 Q1	$269K	Hold	2,000	–	–	0.2%	57
2015 Q4	$255K	Buy	+2,000	New	+$240K	0.19%	55
2015 Q3	–	Sell	-2,000	Closed	-$212K	–	76
2015 Q2	$212K	Hold	2,000	–	–	0.15%	61
2015 Q1	$214K	Sell	2,000 -1,070	-35%	-$118K	0.15%	66
2014 Q4	$355K	Sell	3,070 -132	-4%	-$14.6K	0.25%	60
2014 Q3	$330K	Hold	3,202	–	–	0.23%	63
2014 Q2	$342K	Buy	3,202 +73	+2%	+$7.76K	0.24%	62
2014 Q1	$313K	Hold	3,129	–	–	0.27%	59
2013 Q4	$313K	Buy	+3,129	New	+$312K	0.27%	59

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Lumbard & Kellner's KMB Position: Q2 2023 in Review

Lumbard & Kellner sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 1,500 shares — an estimated $217K sold.

Lumbard & Kellner first reported a position in KMB in Q4 2013 and held it in 22 quarters. The position peaked at $355K in Q4 2014. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

Lumbard & Kellner reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
Lumbard & Kellner sold 1,500 Kimberly-Clark shares in Q2 2023, an estimated $217K.
Lumbard & Kellner first reported a position in Kimberly-Clark in Q4 2013 and held it in 22 quarters.
Lumbard & Kellner's Kimberly-Clark position peaked at $355K in Q4 2014.
1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Lumbard & Kellner's 13F filing for Q2 2023, filed 4 Aug 2023.