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Private Ocean’s Kimberly-Clark KMB Stock Holding History

Private Ocean’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
2024
Q2 		$24.2K Sell
175
-100
-36% -$13.4K ﹤0.01% 322
2024
Q1 		$35.6K Buy
275
+41
+18% +$5.03K ﹤0.01% 278
2023
Q4 		$28.4K Hold
234
– – ﹤0.01% 289
2023
Q3 		$28.3K Hold
234
– – ﹤0.01% 282
2023
Q2 		$32.3K Sell
234
-100
-30% -$13.9K ﹤0.01% 296
2023
Q1 		$44.8K Sell
334
-88
-21% -$11.4K 0.01% 234
2022
Q4 		$57.3K Hold
422
– – 0.01% 211
2022
Q3 		$47K Hold
422
– – 0.01% 218
2022
Q2 		$57K Hold
422
– – 0.01% 197
2022
Q1 		$52K Hold
422
– – 0.01% 241
2021
Q4 		$60K Sell
422
-53
-11% -$7.13K 0.01% 238
2021
Q3 		$63K Sell
475
-121
-20% -$16.5K 0.01% 223
2021
Q2 		$80K Hold
596
– – 0.01% 192
2021
Q1 		$83K Sell
596
-80
-12% -$10.6K 0.01% 195
2020
Q4 		$91K Sell
676
-125
-16% -$17.5K 0.02% 167
2020
Q3 		$118K Buy
801
+380
+90% +$57.1K 0.03% 141
2020
Q2 		$59K Hold
421
– – 0.01% 185
2020
Q1 		$53K Buy
421
+62
+17% +$8.58K 0.01% 204
2019
Q4 		$50K Hold
359
– – 0.01% 240
2019
Q3 		$51K Hold
359
– – 0.01% 221
2019
Q2 		$47K Buy
359
+59
+20% +$7.61K 0.01% 214
2019
Q1 		$37K Hold
300
– – 0.01% 230
2018
Q4 		$34K Hold
300
– – 0.01% 202
2018
Q3 		$34K Hold
300
– – 0.02% 181
2018
Q2 		$32K Hold
300
– – 0.01% 203
2018
Q1 		$33K Buy
300
+292
+3,650% +$33.2K 0.02% 215
2017
Q4 		$1K Buy
+8
New +$933 ﹤0.01% 396

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Private Ocean's KMB Position: Q2 2024 in Review

Private Ocean reduced its Kimberly-Clark (KMB) stake by 36% in Q2 2024, selling an estimated $13.4K and leaving 175 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Private Ocean first reported a position in KMB in Q4 2017 and has held it in 27 quarters since. The position peaked at $118K in Q3 2020. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Private Ocean held 175 shares of Kimberly-Clark worth $24.2K as of Q2 2024.
  • Private Ocean sold 100 Kimberly-Clark shares in Q2 2024, an estimated $13.4K.
  • Kimberly-Clark made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #322 holding.
  • Private Ocean first reported a position in Kimberly-Clark in Q4 2017 and has held it in 27 quarters since.
  • Private Ocean's Kimberly-Clark position peaked at $118K in Q3 2020.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.