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Newfound Research’s Kimberly-Clark KMB Stock Holding History

Newfound Research’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
Q3 		$75K Sell
670
-133
-17% -$17.3K 0.18% 77
2022
Q2 		$109K Sell
803
-361
-31% -$47.6K 0.23% 25
2022
Q1 		$143K Buy
1,164
+91
+8% +$12K 0.19% 46
2021
Q4 		$153K Buy
1,073
+213
+25% +$28.7K 0.18% 44
2021
Q3 		$114K Buy
860
+219
+34% +$29.8K 0.18% 33
2021
Q2 		$86K Buy
641
+62
+11% +$8.27K 0.17% 64
2021
Q1 		$81K Sell
579
-216
-27% -$28.7K 0.19% 36
2020
Q4 		$107K Buy
795
+605
+318% +$84.7K 0.28% 75
2020
Q3 		$28K Buy
+190
New +$28.5K 0.08% 96
2020
Q2 		– Sell
-2
Closed – – 122
2020
Q1 		$0 Hold
2
– – ﹤0.01% 144
2019
Q4 		$0 Hold
2
– – ﹤0.01% 177
2019
Q3 		$0 Hold
2
– – ﹤0.01% 185
2019
Q2 		$0 Hold
2
– – ﹤0.01% 187
2019
Q1 		$0 Hold
2
– – ﹤0.01% 185
2018
Q4 		$0 Buy
+2
New +$222 ﹤0.01% 173

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newfound Research's KMB Position: Q3 2022 in Review

Newfound Research reduced its Kimberly-Clark (KMB) stake by 17% in Q3 2022, selling an estimated $17.3K and leaving 670 shares worth $75K. The position accounts for 0.18% of the portfolio, ranked #77.

Newfound Research first reported a position in KMB in Q4 2018 and has held it in 15 quarters since. The position peaked at $153K in Q4 2021. 1,573 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Newfound Research held 670 shares of Kimberly-Clark worth $75K as of Q3 2022.
  • Newfound Research sold 133 Kimberly-Clark shares in Q3 2022, an estimated $17.3K.
  • Kimberly-Clark made up 0.18% of Newfound Research's portfolio in Q3 2022, its #77 holding.
  • Newfound Research first reported a position in Kimberly-Clark in Q4 2018 and has held it in 15 quarters since.
  • Newfound Research's Kimberly-Clark position peaked at $153K in Q4 2021.
  • 1,573 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.