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Oldfather Financial Services’s Kimberly-Clark KMB Stock Holding History

Oldfather Financial Services’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
-1,660
Closed -$219K – 61
2022
Q2 		$219K Buy
1,660
+7
+0.4% +$922 0.13% 60
2022
Q1 		$235K Buy
1,653
+5
+0.3% +$660 0.13% 60
2021
Q4 		$216K Buy
1,648
+10
+0.6% +$1.35K 0.11% 61
2021
Q3 		$219K Sell
1,638
-72
-4% -$9.79K 0.11% 58
2021
Q2 		$229K Sell
1,710
-232
-12% -$31K 0.13% 53
2021
Q1 		$267K Buy
1,942
+6
+0.3% +$796 0.15% 54
2020
Q4 		$256K Sell
1,936
-233
-11% -$32.6K 0.15% 57
2020
Q3 		$331K Buy
2,169
+6
+0.3% +$901 0.24% 48
2020
Q2 		$329K Buy
2,163
+246
+13% +$34K 0.26% 46
2020
Q1 		$264K Buy
1,917
+7
+0.4% +$968 0.25% 48
2019
Q4 		$274K Buy
+1,910
New +$258K 0.25% 43

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

Oldfather Financial Services's KMB Position: Q3 2022 in Review

Oldfather Financial Services sold out of Kimberly-Clark (KMB) in Q3 2022, closing a stake of 1,660 shares — an estimated $219K sold.

Oldfather Financial Services first reported a position in KMB in Q4 2019 and held it in 11 quarters. The position peaked at $331K in Q3 2020. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Oldfather Financial Services reported no remaining Kimberly-Clark position as of Q3 2022 after selling out during the quarter.
  • Oldfather Financial Services sold 1,660 Kimberly-Clark shares in Q3 2022, an estimated $219K.
  • Oldfather Financial Services first reported a position in Kimberly-Clark in Q4 2019 and held it in 11 quarters.
  • Oldfather Financial Services's Kimberly-Clark position peaked at $331K in Q3 2020.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Oldfather Financial Services's 13F filing for Q3 2022, filed 14 Oct 2022.