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Seneca House Advisors’s Kimberly-Clark KMB Stock Holding History

Seneca House Advisors’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
2021
Q4 		– Sell
-1,813
Closed -$240K – 90
2021
Q3 		$240K Sell
1,813
-465
-20% -$63.2K 0.14% 79
2021
Q2 		$305K Sell
2,278
-230
-9% -$30.7K 0.2% 66
2021
Q1 		$349K Sell
2,508
-227
-8% -$30.1K 0.25% 59
2020
Q4 		$369K Sell
2,735
-104
-4% -$14.6K 0.27% 55
2020
Q3 		$419K Sell
2,839
-6
-0.2% -$901 0.33% 45
2020
Q2 		$402K Buy
2,845
+15
+0.5% +$2.07K 0.34% 43
2020
Q1 		$362K Sell
2,830
-102
-3% -$14.1K 0.38% 43
2019
Q4 		$403K Sell
2,932
-132
-4% -$17.9K 0.35% 61
2019
Q3 		$435K Sell
3,064
-745
-20% -$102K 0.41% 58
2019
Q2 		$526K Sell
3,809
-33
-0.9% -$4.26K 0.48% 52
2019
Q1 		$476K Sell
3,842
-486
-11% -$56.5K 0.41% 61
2018
Q4 		$493K Sell
4,328
-111
-3% -$12.3K 0.46% 56
2018
Q3 		$504K Sell
4,439
-66
-1% -$7.4K 0.39% 63
2018
Q2 		$475K Buy
4,505
+960
+27% +$99.7K 0.39% 64
2018
Q1 		$391K Sell
3,545
-183
-5% -$20.8K 0.33% 73
2017
Q4 		$450K Buy
+3,728
New +$435K 0.39% 66

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Seneca House Advisors's KMB Position: Q4 2021 in Review

Seneca House Advisors sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 1,813 shares — an estimated $240K sold.

Seneca House Advisors first reported a position in KMB in Q4 2017 and held it in 16 quarters. The position peaked at $526K in Q2 2019. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Seneca House Advisors reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Seneca House Advisors sold 1,813 Kimberly-Clark shares in Q4 2021, an estimated $240K.
  • Seneca House Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 16 quarters.
  • Seneca House Advisors's Kimberly-Clark position peaked at $526K in Q2 2019.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Seneca House Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.