Matrix Asset Advisors’s Kimberly-Clark KMB Stock Holding History

Matrix Asset Advisors’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 Q1	–	Sell	-75,683	Closed	-$10.3M	–	95
2022 Q4	$10.3M	Sell	75,683 -5,074	-6%	-$645K	1.54%	30
2022 Q3	$9.09M	Sell	80,757 -3,230	-4%	-$420K	1.49%	30
2022 Q2	$11.4M	Sell	83,987 -410	-0.5%	-$54K	1.74%	26
2022 Q1	$10.4M	Buy	84,397 +3,198	+4%	+$422K	1.4%	35
2021 Q4	$11.6M	Buy	81,199 +1,218	+2%	+$164K	1.51%	33
2021 Q3	$10.6M	Buy	79,981 +865	+1%	+$118K	1.49%	32
2021 Q2	$10.6M	Buy	79,116 +13,889	+21%	+$1.85M	1.52%	31
2021 Q1	$9.07M	Buy	65,227 +3,975	+6%	+$528K	1.35%	33
2020 Q4	$8.26M	Buy	61,252 +2,300	+4%	+$322K	1.39%	31
2020 Q3	$8.71M	Sell	58,952 -10,211	-15%	-$1.53M	1.69%	28
2020 Q2	$9.78M	Sell	69,163 -351	-0.5%	-$48.5K	1.87%	21
2020 Q1	$8.89M	Sell	69,514 -4,107	-6%	-$568K	2.02%	18
2019 Q4	$10.1M	Buy	73,621 +11,753	+19%	+$1.59M	1.65%	29
2019 Q3	$8.79M	Sell	61,868 -7,310	-11%	-$1M	1.55%	32
2019 Q2	$9.22M	Sell	69,178 -8,829	-11%	-$1.14M	1.63%	29
2019 Q1	$9.66M	Sell	78,007 -161	-0.2%	-$18.7K	1.65%	29
2018 Q4	$8.91M	Buy	78,168 +2,841	+4%	+$315K	1.65%	26
2018 Q3	$8.56M	Buy	75,327 +134	+0.2%	+$15K	1.37%	34
2018 Q2	$7.92M	Buy	75,193 +9,272	+14%	+$963K	1.31%	37
2018 Q1	$7.26M	Buy	65,921 +7,463	+13%	+$850K	1.2%	38
2017 Q4	$7.05M	Buy	58,458 +1,094	+2%	+$128K	1.12%	40
2017 Q3	$6.75M	Buy	57,364 +2,112	+4%	+$258K	1.11%	41
2017 Q2	$7.13M	Buy	55,252 +2,875	+5%	+$374K	1.22%	36
2017 Q1	$6.89M	Buy	52,377 +2,463	+5%	+$311K	1.21%	36
2016 Q4	$5.7M	Buy	49,914 +4,438	+10%	+$515K	0.97%	45
2016 Q3	$5.74M	Buy	45,476 +11,116	+32%	+$1.44M	1.01%	43
2016 Q2	$4.72M	Buy	34,360 +827	+2%	+$108K	0.92%	44
2016 Q1	$4.51M	Buy	33,533 +722	+2%	+$93.9K	0.89%	42
2015 Q4	$4.18M	Buy	32,811 +398	+1%	+$47.8K	0.8%	41
2015 Q3	$3.53M	Buy	32,413 +513	+2%	+$56.5K	0.5%	42
2015 Q2	$3.38M	Buy	31,900 +3,712	+13%	+$404K	0.42%	43
2015 Q1	$3.02M	Buy	28,188 +951	+3%	+$105K	0.35%	49
2014 Q4	$3.15M	Sell	27,237 -743	-3%	-$82.4K	0.36%	48
2014 Q3	$2.89M	Buy	27,980 +1,122	+4%	+$117K	0.34%	50
2014 Q2	$2.86M	Buy	26,858 +1,449	+6%	+$154K	0.33%	50
2014 Q1	$2.69M	Buy	25,409 +247	+1%	+$25.6K	0.32%	46
2013 Q4	$2.52M	Buy	25,162 +5,279	+27%	+$527K	0.31%	48
2013 Q3	$1.8M	Buy	19,883 +621	+3%	+$57.5K	0.24%	53
2013 Q2	$1.79M	Buy	+19,262	New	+$1.86M	0.25%	53

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Matrix Asset Advisors's KMB Position: Q1 2023 in Review

Matrix Asset Advisors sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 75,683 shares — an estimated $10.3M sold.

Matrix Asset Advisors first reported a position in KMB in Q2 2013 and held it in 39 quarters. The position peaked at $11.6M in Q4 2021. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

Matrix Asset Advisors reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
Matrix Asset Advisors sold 75,683 Kimberly-Clark shares in Q1 2023, an estimated $10.3M.
Matrix Asset Advisors first reported a position in Kimberly-Clark in Q2 2013 and held it in 39 quarters.
Matrix Asset Advisors's Kimberly-Clark position peaked at $11.6M in Q4 2021.
1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Matrix Asset Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.