Montis Financial’s Kimberly-Clark KMB Stock Holding History

Montis Financial’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	–	Sell	-1,588	Closed	-$227K	–	79
2021 Q4	$227K	Buy	+1,588	New	+$214K	0.16%	80

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montis Financial's KMB Position: Q1 2022 in Review

Montis Financial sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,588 shares — an estimated $227K sold.

Montis Financial first reported a position in KMB in Q4 2021 and held it in 1 quarter. The position peaked at $227K in Q4 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Montis Financial reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 1,588 Kimberly-Clark shares in Q1 2022, an estimated $227K.
Montis Financial first reported a position in Kimberly-Clark in Q4 2021 and held it in 1 quarter.
Montis Financial's Kimberly-Clark position peaked at $227K in Q4 2021.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.