Mountain Capital Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Mountain Capital Investment 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
2022 Q4	–	Sell	-8,011	Closed	-$921K	–	86
2022 Q3	$921K	Sell	8,011 -555	-6%	-$72.2K	0.48%	64
2022 Q2	$1.16M	Buy	8,566 +683	+9%	+$90K	0.58%	50
2022 Q1	$997K	Sell	7,883 -307	-4%	-$40.5K	0.47%	66
2021 Q4	$1.17M	Buy	8,190 +1,882	+30%	+$253K	0.53%	67
2021 Q3	$838K	Buy	6,308 +190	+3%	+$25.8K	0.44%	84
2021 Q2	$828K	Sell	6,118 -833	-12%	-$111K	0.38%	82
2021 Q1	$954K	Buy	6,951 +732	+12%	+$97.2K	0.48%	81
2020 Q4	$818K	Sell	6,219 -1,109	-15%	-$155K	0.49%	71
2020 Q3	$1.12M	Buy	+7,328	New	+$1.1M	0.73%	51
2017 Q4	–	Sell	-72	Closed	-$8K	–	237
2017 Q3	$8K	Hold	72	–	–	0.01%	297
2017 Q2	$9K	Buy	+72	New	+$9.37K	0.01%	311

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's KMB Position: Q4 2022 in Review

Mountain Capital Investment Advisors sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 8,011 shares — an estimated $921K sold.

Mountain Capital Investment Advisors first reported a position in KMB in Q2 2017 and held it in 11 quarters. The position peaked at $1.17M in Q4 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

Mountain Capital Investment Advisors reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
Mountain Capital Investment Advisors sold 8,011 Kimberly-Clark shares in Q4 2022, an estimated $921K.
Mountain Capital Investment Advisors first reported a position in Kimberly-Clark in Q2 2017 and held it in 11 quarters.
Mountain Capital Investment Advisors's Kimberly-Clark position peaked at $1.17M in Q4 2021.
1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.