Omnia Family Wealth’s Kimberly-Clark KMB Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-1,419	Closed	-$204K	–	74
2021 Q4	$204K	Buy	+1,419	New	+$191K	0.12%	74
2020 Q4	–	Sell	-1,419	Closed	-$211K	–	75
2020 Q3	$211K	Hold	1,419	–	–	0.2%	65
2020 Q2	$202K	Buy	+1,419	New	+$196K	0.2%	68
2019 Q4	–	Sell	-1,419	Closed	-$203K	–	97
2019 Q3	$203K	Buy	+1,419	New	+$195K	0.15%	85
2019 Q2	–	Sell	-1,419	Closed	-$177K	–	323
2019 Q1	$177K	Hold	1,419	–	–	0.09%	100
2018 Q4	$163K	Hold	1,419	–	–	0.09%	96
2018 Q3	$163K	Sell	1,419 -74	-5%	-$8.3K	0.07%	97
2018 Q2	$159K	Sell	1,493 -21	-1%	-$2.18K	0.07%	96
2018 Q1	$168K	Sell	1,514 -262	-15%	-$29.8K	0.08%	94
2017 Q4	$216K	Buy	1,776 +97	+6%	+$11.3K	0.1%	84
2017 Q3	$199K	Hold	1,679	–	–	0.1%	86
2017 Q2	$218K	Buy	1,679 +28	+2%	+$3.64K	0.1%	82
2017 Q1	$219K	Buy	1,651 +137	+9%	+$17.3K	0.11%	82
2016 Q4	$174K	Buy	+1,514	New	+$176K	0.09%	92

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Omnia Family Wealth's KMB Position: Q1 2022 in Review

Omnia Family Wealth sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,419 shares — an estimated $204K sold.

Omnia Family Wealth first reported a position in KMB in Q4 2016 and held it in 14 quarters. The position peaked at $219K in Q1 2017. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Omnia Family Wealth reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
Omnia Family Wealth sold 1,419 Kimberly-Clark shares in Q1 2022, an estimated $204K.
Omnia Family Wealth first reported a position in Kimberly-Clark in Q4 2016 and held it in 14 quarters.
Omnia Family Wealth's Kimberly-Clark position peaked at $219K in Q1 2017.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Omnia Family Wealth's 13F filing for Q1 2022, filed 6 May 2022.