Nicola Wealth Management’s Kimberly-Clark KMB Stock Holding History

Nicola Wealth Management’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	–	Sell	-4,562	Closed	-$617K	–	141
2022 Q2	$617K	Hold	4,562	–	–	0.06%	120
2022 Q1	$561K	Hold	4,562	–	–	0.05%	112
2021 Q4	$654K	Hold	4,562	–	–	0.06%	109
2021 Q3	$604K	Sell	4,562 -3,955	-46%	-$538K	0.06%	105
2021 Q2	$1.14M	Sell	8,517 -2,064	-20%	-$275K	0.12%	104
2021 Q1	$1.47M	Sell	10,581 -9,733	-48%	-$1.29M	0.16%	101
2020 Q4	$2.74M	Sell	20,314 -2,786	-12%	-$390K	0.34%	83
2020 Q3	$3.41M	Hold	23,100	–	–	0.49%	73
2020 Q2	$3.27M	Hold	23,100	–	–	0.45%	74
2020 Q1	$4.16M	Hold	23,100	–	–	0.62%	59
2019 Q4	$4.13M	Sell	23,100 -1,400	-6%	-$189K	0.62%	68
2019 Q3	$4.61M	Buy	24,500 +400	+2%	+$55K	0.72%	62
2019 Q2	$4.21M	Sell	24,100 -2,900	-11%	-$374K	0.7%	60
2019 Q1	$4.47M	Hold	27,000	–	–	0.67%	64
2018 Q4	$4.2M	Sell	27,000 -3,000	-10%	-$333K	0.69%	60
2018 Q3	$4.4M	Buy	30,000 +6,300	+27%	+$706K	0.76%	56
2018 Q2	$3.28M	Buy	23,700 +2,500	+12%	+$260K	0.64%	59
2018 Q1	$2.33M	Buy	+21,200	New	+$2.41M	0.47%	81

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

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

Nicola Wealth Management's KMB Position: Q3 2022 in Review

Nicola Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 4,562 shares — an estimated $617K sold.

Nicola Wealth Management first reported a position in KMB in Q1 2018 and held it in 18 quarters. The position peaked at $4.61M in Q3 2019. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

Nicola Wealth Management reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
Nicola Wealth Management sold 4,562 Kimberly-Clark shares in Q3 2022, an estimated $617K.
Nicola Wealth Management first reported a position in Kimberly-Clark in Q1 2018 and held it in 18 quarters.
Nicola Wealth Management's Kimberly-Clark position peaked at $4.61M in Q3 2019.
1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Nicola Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.