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Orser Capital Management’s Kimberly-Clark KMB Stock Holding History

Orser Capital 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
2023
Q4 		– Sell
-6,735
Closed -$814K – 48
2023
Q3 		$814K Buy
6,735
+605
+10% +$78.2K 0.81% 38
2023
Q2 		$846K Sell
6,130
-50
-0.8% -$6.96K 0.84% 37
2023
Q1 		$829K Buy
+6,180
New +$803K 0.94% 36
2018
Q1 		– Sell
-9,826
Closed -$1.12M – 104
2017
Q4 		$1.12M Buy
+9,826
New +$1.15M 1% 44

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orser Capital Management's KMB Position: Q4 2023 in Review

Orser Capital Management sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 6,735 shares — an estimated $814K sold.

Orser Capital Management first reported a position in KMB in Q4 2017 and held it in 4 quarters. The position peaked at $1.12M in Q4 2017. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Orser Capital Management reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Orser Capital Management sold 6,735 Kimberly-Clark shares in Q4 2023, an estimated $814K.
  • Orser Capital Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 4 quarters.
  • Orser Capital Management's Kimberly-Clark position peaked at $1.12M in Q4 2017.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Orser Capital Management's 13F filing for Q4 2023, filed 9 Jan 2024.