Pettee Investors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,563
| Closed | -$311K | – | 119 |
|
|
2023
Q4 | $311K | Hold |
2,563
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $310K | Hold |
2,563
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $354K | Hold |
2,563
| – | – | 0.16% | 99 |
|
|
2023
Q1 | $344K | Hold |
2,563
| – | – | 0.16% | 99 |
|
|
2022
Q4 | $348K | Hold |
2,563
| – | – | 0.17% | 97 |
|
|
2022
Q3 | $288K | Sell |
2,563
-275
| -10% | -$35.8K | 0.15% | 101 |
|
|
2022
Q2 | $384K | Sell |
2,838
-104
| -4% | -$13.7K | 0.19% | 97 |
|
|
2022
Q1 | $362K | Hold |
2,942
| – | – | 0.16% | 101 |
|
|
2021
Q4 | $420K | Hold |
2,942
| – | – | 0.18% | 100 |
|
|
2021
Q3 | $389K | Sell |
2,942
-50
| -2% | -$6.8K | 0.18% | 98 |
|
|
2021
Q2 | $400K | Sell |
2,992
-50
| -2% | -$6.67K | 0.19% | 98 |
|
|
2021
Q1 | $423K | Hold |
3,042
| – | – | 0.2% | 97 |
|
|
2020
Q4 | $410K | Buy |
3,042
+100
| +3% | +$14K | 0.22% | 92 |
|
|
2020
Q3 | $434K | Hold |
2,942
| – | – | 0.25% | 84 |
|
|
2020
Q2 | $416K | Hold |
2,942
| – | – | 0.26% | 83 |
|
|
2020
Q1 | $376K | Hold |
2,942
| – | – | 0.27% | 85 |
|
|
2019
Q4 | $405K | Hold |
2,942
| – | – | 0.23% | 94 |
|
|
2019
Q3 | $418K | Sell |
2,942
-94
| -3% | -$12.9K | 0.26% | 89 |
|
|
2019
Q2 | $405K | Sell |
3,036
-1,627
| -35% | -$210K | 0.26% | 94 |
|
|
2019
Q1 | $578K | Hold |
4,663
| – | – | 0.36% | 79 |
|
|
2018
Q4 | $531K | Hold |
4,663
| – | – | 0.38% | 77 |
|
|
2018
Q3 | $530K | Hold |
4,663
| – | – | 0.31% | 89 |
|
|
2018
Q2 | $491K | Hold |
4,663
| – | – | 0.31% | 89 |
|
|
2018
Q1 | $514K | Hold |
4,663
| – | – | 0.32% | 87 |
|
|
2017
Q4 | $563K | Hold |
4,663
| – | – | 0.34% | 84 |
|
|
2017
Q3 | $549K | Hold |
4,663
| – | – | 0.35% | 85 |
|
|
2017
Q2 | $602K | Hold |
4,663
| – | – | 0.53% | 42 |
|
|
2017
Q1 | $614K | Hold |
4,663
| – | – | 0.55% | 41 |
|
|
2016
Q4 | $532K | Hold |
4,663
| – | – | 0.51% | 42 |
|
|
2016
Q3 | $588K | Hold |
4,663
| – | – | 0.57% | 41 |
|
|
2016
Q2 | $641K | Sell |
4,663
-500
| -10% | -$65.4K | 0.62% | 39 |
|
|
2016
Q1 | $694K | Hold |
5,163
| – | – | 0.72% | 35 |
|
|
2015
Q4 | $658K | Hold |
5,163
| – | – | 0.63% | 39 |
|
|
2015
Q3 | $563K | Hold |
5,163
| – | – | 0.59% | 39 |
|
|
2015
Q2 | $547K | Hold |
5,163
| – | – | 0.53% | 39 |
|
|
2015
Q1 | $553K | Hold |
5,163
| – | – | 0.54% | 39 |
|
|
2014
Q4 | $597K | Sell |
5,163
-222
| -4% | -$24.6K | 0.57% | 39 |
|
|
2014
Q3 | $556K | Hold |
5,385
| – | – | 0.55% | 39 |
|
|
2014
Q2 | $575K | Hold |
5,385
| – | – | 0.52% | 39 |
|
|
2014
Q1 | $569K | Hold |
5,385
| – | – | 0.53% | 38 |
|
|
2013
Q4 | $539K | Buy |
+5,385
| New | +$537K | 0.51% | 39 |
|
Other funds holding KMB
Pettee Investors's KMB Position: Q1 2024 in Review
Pettee Investors sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 2,563 shares — an estimated $311K sold.
Pettee Investors first reported a position in KMB in Q4 2013 and held it in 41 quarters. The position peaked at $694K in Q1 2016. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.
- Pettee Investors reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
- Pettee Investors sold 2,563 Kimberly-Clark shares in Q1 2024, an estimated $311K.
- Pettee Investors first reported a position in Kimberly-Clark in Q4 2013 and held it in 41 quarters.
- Pettee Investors's Kimberly-Clark position peaked at $694K in Q1 2016.
- 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.
Based on Pettee Investors's 13F filing for Q1 2024, filed 9 May 2024.