RIM
KMB icon

Rockbridge Investment Management’s Kimberly-Clark KMB Stock Holding History

Rockbridge 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
2024
Q1 		– Sell
-685
Closed -$83.2K – 391
2023
Q4 		$83.2K Buy
+685
New +$82.8K 0.01% 191
2022
Q3 		– Sell
-481
Closed -$65K – 370
2022
Q2 		$65K Hold
481
– – 0.01% 197
2022
Q1 		$60.1K Hold
481
– – 0.01% 269
2021
Q4 		$69K Hold
481
– – 0.01% 305
2021
Q3 		$64K Hold
481
– – 0.01% 287
2021
Q2 		$64K Buy
481
+150
+45% +$20K 0.01% 277
2021
Q1 		$46K Hold
331
– – 0.01% 300
2020
Q4 		$45K Hold
331
– – 0.01% 294
2020
Q3 		$49K Hold
331
– – 0.01% 272
2020
Q2 		$47K Buy
+331
New +$45.7K 0.01% 240

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockbridge Investment Management's KMB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 685 shares — an estimated $83.2K sold.

Rockbridge Investment Management first reported a position in KMB in Q2 2020 and held it in 10 quarters. The position peaked at $83.2K in Q4 2023. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 685 Kimberly-Clark shares in Q1 2024, an estimated $83.2K.
  • Rockbridge Investment Management first reported a position in Kimberly-Clark in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Kimberly-Clark position peaked at $83.2K in Q4 2023.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.