Safeguard Financial’s Kimberly-Clark KMB Stock Holding History

Safeguard 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 Q3	–	Sell	-476	Closed	-$65K	–	328
2023 Q2	$65K	Buy	+476	New	+$66.3K	0.03%	132

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

Safeguard Financial's KMB Position: Q3 2023 in Review

Safeguard Financial sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 476 shares — an estimated $65K sold.

Safeguard Financial first reported a position in KMB in Q2 2023 and held it in 1 quarter. The position peaked at $65K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Safeguard Financial reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 476 Kimberly-Clark shares in Q3 2023, an estimated $65K.
Safeguard Financial first reported a position in Kimberly-Clark in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Kimberly-Clark position peaked at $65K in Q2 2023.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.