Rollins Financial’s Kimberly-Clark KMB Stock Holding History

Rollins Financial’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 Q4	$231K	Sell	1,900 -155	-8%	-$18.7K	0.05%	93
2023 Q3	$248K	Buy	2,055 +155	+8%	+$20K	0.06%	90
2023 Q2	$262K	Hold	1,900	–	–	0.07%	87
2023 Q1	$255K	Sell	1,900 -155	-8%	-$20.1K	0.08%	98
2022 Q4	$279K	Buy	2,055 +155	+8%	+$19.7K	0.11%	95
2022 Q3	$214K	Sell	1,900 -155	-8%	-$20.2K	0.08%	95
2022 Q2	$278K	Buy	2,055 +155	+8%	+$20.4K	0.1%	95
2022 Q1	$234K	Hold	1,900	–	–	0.07%	108
2021 Q4	$272K	Buy	+1,900	New	+$256K	0.08%	92
2021 Q2	$254K	Sell	1,900 -155	-8%	-$20.7K	0.09%	87
2021 Q1	$286K	Sell	2,055 -83	-4%	-$11K	0.12%	82
2020 Q4	$288K	Buy	+2,138	New	+$299K	0.13%	71

Other funds holding KMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rollins Financial's KMB Position: Q4 2023 in Review

Rollins Financial reduced its Kimberly-Clark (KMB) stake by 7.5% in Q4 2023, selling an estimated $18.7K and leaving 1,900 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #93.

Rollins Financial first reported a position in KMB in Q4 2020 and has held it in 12 quarters since. The position peaked at $288K in Q4 2020. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

Rollins Financial held 1,900 shares of Kimberly-Clark worth $231K as of Q4 2023.
Rollins Financial sold 155 Kimberly-Clark shares in Q4 2023, an estimated $18.7K.
Kimberly-Clark made up 0.05% of Rollins Financial's portfolio in Q4 2023, its #93 holding.
Rollins Financial first reported a position in Kimberly-Clark in Q4 2020 and has held it in 12 quarters since.
Rollins Financial's Kimberly-Clark position peaked at $288K in Q4 2020.
1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.