Punch & Associates Investment Management’s Kimberly-Clark KMB Stock Holding History

Punch & Associates Investment 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 Q3	–	Sell	-1,534	Closed	-$212K	–	238
2023 Q2	$212K	Hold	1,534	–	–	0.01%	202
2023 Q1	$206K	Hold	1,534	–	–	0.01%	199
2022 Q4	$208K	Buy	+1,534	New	+$195K	0.01%	203
2022 Q3	–	Sell	-1,534	Closed	-$207K	–	231
2022 Q2	$207K	Buy	+1,534	New	+$202K	0.01%	208
2022 Q1	–	Sell	-1,534	Closed	-$219K	–	249
2021 Q4	$219K	Sell	1,534 -100	-6%	-$13.5K	0.01%	214
2021 Q3	$216K	Hold	1,634	–	–	0.01%	213
2021 Q2	$219K	Hold	1,634	–	–	0.01%	217
2021 Q1	$227K	Hold	1,634	–	–	0.01%	218
2020 Q4	$220K	Hold	1,634	–	–	0.02%	210
2020 Q3	$241K	Hold	1,634	–	–	0.02%	211
2020 Q2	$231K	Hold	1,634	–	–	0.02%	210
2020 Q1	$209K	Hold	1,634	–	–	0.02%	204
2019 Q4	$225K	Hold	1,634	–	–	0.02%	206
2019 Q3	$232K	Hold	1,634	–	–	0.02%	204
2019 Q2	$218K	Sell	1,634 -21	-1%	-$2.71K	0.02%	200
2019 Q1	$205K	Buy	+1,655	New	+$192K	0.02%	200

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Punch & Associates Investment Management's KMB Position: Q3 2023 in Review

Punch & Associates Investment Management sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,534 shares — an estimated $212K sold.

Punch & Associates Investment Management first reported a position in KMB in Q1 2019 and held it in 16 quarters. The position peaked at $241K in Q3 2020. 1,590 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Punch & Associates Investment Management reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
Punch & Associates Investment Management sold 1,534 Kimberly-Clark shares in Q3 2023, an estimated $212K.
Punch & Associates Investment Management first reported a position in Kimberly-Clark in Q1 2019 and held it in 16 quarters.
Punch & Associates Investment Management's Kimberly-Clark position peaked at $241K in Q3 2020.
1,590 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Punch & Associates Investment Management's 13F filing for Q3 2023, filed 26 Oct 2023.