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Morton Brown Family Wealth’s Kimberly-Clark KMB Stock Holding History

Morton Brown 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
Q4 		– Sell
-184
Closed -$21K – 198
2022
Q3 		$21K Sell
184
-9
-5% -$1.17K 0.02% 88
2022
Q2 		$26K Buy
193
+43
+29% +$5.67K 0.02% 87
2022
Q1 		$19K Hold
150
– – 0.01% 94
2021
Q4 		$22K Buy
+150
New +$20.2K 0.02% 102

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morton Brown Family Wealth's KMB Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 184 shares — an estimated $21K sold.

Morton Brown Family Wealth first reported a position in KMB in Q4 2021 and held it in 4 quarters. The position peaked at $26K in Q2 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 184 Kimberly-Clark shares in Q4 2022, an estimated $21K.
  • Morton Brown Family Wealth first reported a position in Kimberly-Clark in Q4 2021 and held it in 4 quarters.
  • Morton Brown Family Wealth's Kimberly-Clark position peaked at $26K in Q2 2022.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.