Opus Investment Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-22,500
| Closed | -$2.53M | – | 83 |
|
|
2022
Q3 | $2.53M | Hold |
22,500
| – | – | 0.59% | 59 |
|
|
2022
Q2 | $3.04M | Sell |
22,500
-12,500
| -36% | -$1.65M | 0.66% | 57 |
|
|
2022
Q1 | $4.31M | Hold |
35,000
| – | – | 0.66% | 53 |
|
|
2021
Q4 | $5M | Hold |
35,000
| – | – | 0.72% | 46 |
|
|
2021
Q3 | $4.63M | Hold |
35,000
| – | – | 0.71% | 46 |
|
|
2021
Q2 | $4.68M | Hold |
35,000
| – | – | 0.71% | 42 |
|
|
2021
Q1 | $4.87M | Hold |
35,000
| – | – | 0.71% | 38 |
|
|
2020
Q4 | $4.72M | Hold |
35,000
| – | – | 0.74% | 38 |
|
|
2020
Q3 | $5.17M | Hold |
35,000
| – | – | 0.98% | 34 |
|
|
2020
Q2 | $4.95M | Hold |
35,000
| – | – | 1% | 28 |
|
|
2020
Q1 | $4.47M | Hold |
35,000
| – | – | 0.94% | 29 |
|
|
2019
Q4 | $4.81M | Hold |
35,000
| – | – | 0.79% | 37 |
|
|
2019
Q3 | $4.97M | Hold |
35,000
| – | – | 0.86% | 33 |
|
|
2019
Q2 | $4.67M | Sell |
35,000
-5,000
| -13% | -$645K | 0.88% | 33 |
|
|
2019
Q1 | $4.96M | Hold |
40,000
| – | – | 0.98% | 30 |
|
|
2018
Q4 | $4.56M | Sell |
40,000
-10,000
| -20% | -$1.11M | 0.98% | 28 |
|
|
2018
Q3 | $5.68M | Hold |
50,000
| – | – | 0.99% | 24 |
|
|
2018
Q2 | $5.27M | Hold |
50,000
| – | – | 0.95% | 28 |
|
|
2018
Q1 | $5.51M | Buy |
50,000
+5,000
| +11% | +$569K | 1.01% | 26 |
|
|
2017
Q4 | $5.43M | Hold |
45,000
| – | – | 0.97% | 35 |
|
|
2017
Q3 | $5.3M | Hold |
45,000
| – | – | 0.96% | 33 |
|
|
2017
Q2 | $5.81M | Hold |
45,000
| – | – | 0.99% | 21 |
|
|
2017
Q1 | $5.92M | Hold |
45,000
| – | – | 1.01% | 24 |
|
|
2016
Q4 | $5.13M | Buy |
45,000
+10,000
| +29% | +$1.16M | 0.9% | 35 |
|
|
2016
Q3 | $4.42M | Hold |
35,000
| – | – | 0.75% | 50 |
|
|
2016
Q2 | $4.81M | Buy |
35,000
+20,000
| +133% | +$2.62M | 0.85% | 42 |
|
|
2016
Q1 | $2.02M | Sell |
15,000
-30,500
| -67% | -$3.97M | 0.39% | 59 |
|
|
2015
Q4 | $5.79M | Sell |
45,500
-10,000
| -18% | -$1.2M | 1.03% | 14 |
|
|
2015
Q3 | $6.05M | Hold |
55,500
| – | – | 1.14% | 7 |
|
|
2015
Q2 | $5.88M | Buy |
55,500
+16,300
| +42% | +$1.78M | 1.07% | 9 |
|
|
2015
Q1 | $4.2M | Hold |
39,200
| – | – | 0.74% | 27 |
|
|
2014
Q4 | $4.53M | Sell |
39,200
-1,686
| -4% | -$187K | 0.81% | 23 |
|
|
2014
Q3 | $4.22M | Buy |
40,886
+2,086
| +5% | +$217K | 0.8% | 29 |
|
|
2014
Q2 | $4.14M | Buy |
38,800
+6,258
| +19% | +$665K | 0.82% | 39 |
|
|
2014
Q1 | $3.44M | Buy |
32,542
+1,252
| +4% | +$130K | 0.79% | 45 |
|
|
2013
Q4 | $3.13M | Sell |
31,290
-21,903
| -41% | -$2.19M | 0.85% | 27 |
|
|
2013
Q3 | $4.8M | Hold |
53,193
| – | – | 1.09% | 9 |
|
|
2013
Q2 | $4.95M | Buy |
+53,193
| New | +$5.13M | 1.18% | 6 |
|
Other funds holding KMB
Opus Investment Management's KMB Position: Q4 2022 in Review
Opus Investment Management sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 22,500 shares — an estimated $2.53M sold.
Opus Investment Management first reported a position in KMB in Q2 2013 and held it in 38 quarters. The position peaked at $6.05M in Q3 2015. 1,655 funds tracked by Wall St. Rank hold KMB as of Q4 2022.
- Opus Investment Management reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
- Opus Investment Management sold 22,500 Kimberly-Clark shares in Q4 2022, an estimated $2.53M.
- Opus Investment Management first reported a position in Kimberly-Clark in Q2 2013 and held it in 38 quarters.
- Opus Investment Management's Kimberly-Clark position peaked at $6.05M in Q3 2015.
- 1,655 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.
Based on Opus Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.