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McElhenny Sheffield Capital Management’s Kimberly-Clark KMB Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-500
Closed -$67.9K – 370
2022
Q4 		$67.9K Buy
+500
New +$63.5K 0.03% 157

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State Street
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's KMB Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 500 shares — an estimated $67.9K sold.

McElhenny Sheffield Capital Management first reported a position in KMB in Q4 2022 and held it in 1 quarter. The position peaked at $67.9K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 500 Kimberly-Clark shares in Q1 2023, an estimated $67.9K.
  • McElhenny Sheffield Capital Management first reported a position in Kimberly-Clark in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Kimberly-Clark position peaked at $67.9K in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.