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Norwood Financial’s Kimberly-Clark KMB Stock Holding History

Norwood 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
2023
Q3 		– Sell
-100
Closed -$13.8K – 285
2023
Q2 		$13.8K Hold
100
– – 0.02% 212
2023
Q1 		$13.4K Hold
100
– – 0.02% 204
2022
Q4 		$13.6K Hold
100
– – 0.02% 201
2022
Q3 		$11K Hold
100
– – 0.02% 205
2022
Q2 		$14K Hold
100
– – 0.02% 194
2022
Q1 		$12K Hold
100
– – 0.02% 207
2021
Q4 		$14K Buy
+100
New +$13.5K 0.02% 203

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Norwood Financial's KMB Position: Q3 2023 in Review

Norwood Financial sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 100 shares — an estimated $13.8K sold.

Norwood Financial first reported a position in KMB in Q4 2021 and held it in 7 quarters. The position peaked at $14K in Q2 2022. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Norwood Financial reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Norwood Financial sold 100 Kimberly-Clark shares in Q3 2023, an estimated $13.8K.
  • Norwood Financial first reported a position in Kimberly-Clark in Q4 2021 and held it in 7 quarters.
  • Norwood Financial's Kimberly-Clark position peaked at $14K in Q2 2022.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Norwood Financial's 13F filing for Q3 2023, filed 16 Oct 2023.