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Pinion Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Pinion Investment Advisors’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
Q3 		– Sell
-2,978
Closed -$411K – 162
2023
Q2 		$411K Sell
2,978
-624
-17% -$86.9K 0.28% 94
2023
Q1 		$483K Buy
3,602
+472
+15% +$61.3K 0.45% 60
2022
Q4 		$425K Buy
3,130
+431
+16% +$54.8K 0.4% 66
2022
Q3 		$304K Buy
2,699
+682
+34% +$88.7K 0.27% 114
2022
Q2 		$273K Buy
+2,017
New +$266K 0.23% 132
2021
Q2 		– Sell
-2,593
Closed -$361K – 150
2021
Q1 		$361K Buy
2,593
+68
+3% +$9.03K 0.33% 110
2020
Q4 		$340K Sell
2,525
-360
-12% -$50.4K 0.36% 96
2020
Q3 		$408K Hold
2,885
– – 0.62% 66
2020
Q2 		$408K Buy
2,885
+279
+11% +$38.5K 0.62% 66
2020
Q1 		$333K Buy
2,606
+516
+25% +$71.4K 0.72% 66
2019
Q4 		$287K Buy
2,090
+15
+0.7% +$2.03K 0.53% 95
2019
Q3 		$295K Buy
2,075
+15
+0.7% +$2.06K 0.6% 91
2019
Q2 		$275K Sell
2,060
-280
-12% -$36.1K 0.59% 91
2019
Q1 		$290K Buy
2,340
+155
+7% +$18K 0.51% 98
2018
Q4 		$249K Sell
2,185
-460
-17% -$51K 0.52% 97
2018
Q3 		$301K Buy
2,645
+210
+9% +$23.5K 0.58% 92
2018
Q2 		$257K Buy
+2,435
New +$253K 0.5% 100

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinion Investment Advisors's KMB Position: Q3 2023 in Review

Pinion Investment Advisors sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 2,978 shares — an estimated $411K sold.

Pinion Investment Advisors first reported a position in KMB in Q2 2018 and held it in 17 quarters. The position peaked at $483K in Q1 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Pinion Investment Advisors reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 2,978 Kimberly-Clark shares in Q3 2023, an estimated $411K.
  • Pinion Investment Advisors first reported a position in Kimberly-Clark in Q2 2018 and held it in 17 quarters.
  • Pinion Investment Advisors's Kimberly-Clark position peaked at $483K in Q1 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Pinion Investment Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.