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Meristem Family Wealth’s Kimberly-Clark KMB Stock Holding History

Meristem Family Wealth’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 		$376K Buy
3,049
+1,211
+66% +$160K 0.04% 230
2021
Q4 		$263K Sell
1,838
-894
-33% -$120K 0.02% 319
2021
Q3 		$362K Buy
+2,732
New +$372K 0.03% 276
2021
Q2 		– Sell
-1,502
Closed -$209K – 328
2021
Q1 		$209K Hold
1,502
– – 0.04% 229
2020
Q4 		$203K Buy
1,502
+52
+4% +$7.28K 0.04% 220
2020
Q3 		$214K Sell
1,450
-35
-2% -$5.26K 0.05% 179
2020
Q2 		$210K Buy
+1,485
New +$205K 0.06% 175
2019
Q4 		– Sell
-1,453
Closed -$206K – 207
2019
Q3 		$206K Sell
1,453
-254
-15% -$34.9K 0.06% 183
2019
Q2 		$227K Buy
+1,707
New +$220K 0.07% 144
2018
Q2 		– Sell
-3,715
Closed -$409K – 146
2018
Q1 		$409K Sell
3,715
-109
-3% -$12.4K 0.15% 81
2017
Q4 		$461K Buy
3,824
+210
+6% +$24.5K 0.17% 72
2017
Q3 		$425K Hold
3,614
– – 0.17% 71
2017
Q2 		$467K Hold
3,614
– – 0.19% 66
2017
Q1 		$476K Hold
3,614
– – 0.19% 64
2016
Q4 		$412K Sell
3,614
-120
-3% -$13.9K 0.17% 71
2016
Q3 		$471K Buy
3,734
+240
+7% +$31K 0.2% 65
2016
Q2 		$480K Hold
3,494
– – 0.21% 60
2016
Q1 		$470K Sell
3,494
-235
-6% -$30.6K 0.21% 64
2015
Q4 		$475K Buy
+3,729
New +$448K 0.19% 64
2015
Q3 		– Sell
-3,729
Closed -$395K – 84
2015
Q2 		$395K Hold
3,729
– – 0.17% 70
2015
Q1 		$399K Hold
3,729
– – 0.17% 73
2014
Q4 		$431K Sell
3,729
-734
-16% -$81.5K 0.16% 70
2014
Q3 		$460K Sell
4,463
-1,283
-22% -$134K 0.2% 65
2014
Q2 		$613K Hold
5,746
– – 0.26% 56
2014
Q1 		$607K Sell
5,746
-626
-10% -$64.8K 0.27% 58
2013
Q4 		$638K Sell
6,372
-834
-12% -$83.2K 0.26% 61
2013
Q3 		$651K Hold
7,206
– – 0.3% 51
2013
Q2 		$671K Buy
+7,206
New +$695K 0.31% 49

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

Meristem Family Wealth's KMB Position: Q1 2022 in Review

Meristem Family Wealth increased its Kimberly-Clark (KMB) stake by 66% in Q1 2022, buying an estimated $160K and bringing the position to 3,049 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #230.

Meristem Family Wealth first reported a position in KMB in Q2 2013 and has held it in 28 quarters since. The position peaked at $671K in Q2 2013. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Meristem Family Wealth held 3,049 shares of Kimberly-Clark worth $376K as of Q1 2022.
  • Meristem Family Wealth bought 1,211 Kimberly-Clark shares in Q1 2022, an estimated $160K.
  • Kimberly-Clark made up 0.04% of Meristem Family Wealth's portfolio in Q1 2022, its #230 holding.
  • Meristem Family Wealth first reported a position in Kimberly-Clark in Q2 2013 and has held it in 28 quarters since.
  • Meristem Family Wealth's Kimberly-Clark position peaked at $671K in Q2 2013.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.