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Simplicity Solutions’s Kimberly-Clark KMB Stock Holding History

Simplicity Solutions’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 		$1.24M Sell
10,220
-2,377
-19% -$287K 0.03% 393
2023
Q3 		$1.52M Sell
12,597
-5,344
-30% -$690K 0.05% 333
2023
Q2 		$2.48M Buy
17,941
+4,097
+30% +$570K 0.07% 262
2023
Q1 		$1.86M Buy
13,844
+7,796
+129% +$1.01M 0.05% 329
2022
Q4 		$821K Sell
6,048
-1,209
-17% -$154K 0.11% 234
2022
Q3 		$816K Buy
7,257
+1,617
+29% +$210K 0.12% 218
2022
Q2 		$762K Buy
5,640
+1,044
+23% +$138K 0.1% 225
2022
Q1 		$566K Sell
4,596
-10
-0.2% -$1.32K 0.07% 289
2021
Q4 		$658K Sell
4,606
-771
-14% -$104K 0.07% 321
2021
Q3 		$712K Buy
5,377
+628
+13% +$85.4K 0.11% 204
2021
Q2 		$635K Buy
4,749
+876
+23% +$117K 0.13% 178
2021
Q1 		$539K Sell
3,873
-29,636
-88% -$3.93M 0.12% 183
2020
Q4 		$4.52M Buy
33,509
+5,082
+18% +$712K 0.07% 248
2020
Q3 		$4.2M Sell
28,427
-9,627
-25% -$1.45M 0.08% 216
2020
Q2 		$5.38M Buy
38,054
+14,330
+60% +$1.98M 0.11% 176
2020
Q1 		$3.03M Buy
23,724
+2,582
+12% +$357K 0.09% 174
2019
Q4 		$2.91M Buy
21,142
+6,060
+40% +$820K 0.09% 189
2019
Q3 		$2.14M Sell
15,082
-6,300
-29% -$866K 0.09% 184
2019
Q2 		$2.85M Buy
21,382
+716
+3% +$92.3K 0.12% 130
2019
Q1 		$2.56M Buy
20,666
+6,111
+42% +$710K 0.15% 123
2018
Q4 		$1.66M Sell
14,555
-3,288
-18% -$365K 0.21% 113
2018
Q3 		$2.03M Buy
17,843
+8,467
+90% +$949K 0.12% 104
2018
Q2 		$987K Buy
9,376
+1,113
+13% +$116K 0.07% 151
2018
Q1 		$910K Buy
8,263
+4,694
+132% +$534K 0.08% 143
2017
Q4 		$431K Buy
+3,569
New +$416K 0.04% 235
2017
Q3 		– Sell
-15,414
Closed -$1.99M – 301
2017
Q2 		$1.99M Buy
15,414
+1,860
+14% +$242K 0.24% 77
2017
Q1 		$1.78M Buy
13,554
+3,691
+37% +$465K 0.27% 71
2016
Q4 		$1.13M Buy
+9,863
New +$1.14M 0.26% 85
2016
Q1 		– Sell
-9,566
Closed -$1.22M – 358
2015
Q4 		$1.22M Buy
+9,566
New +$1.15M 0.14% 195

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's KMB Position: Q4 2023 in Review

Simplicity Solutions reduced its Kimberly-Clark (KMB) stake by 19% in Q4 2023, selling an estimated $287K and leaving 10,220 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #393.

Simplicity Solutions first reported a position in KMB in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.38M in Q2 2020. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Simplicity Solutions held 10,220 shares of Kimberly-Clark worth $1.24M as of Q4 2023.
  • Simplicity Solutions sold 2,377 Kimberly-Clark shares in Q4 2023, an estimated $287K.
  • Kimberly-Clark made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #393 holding.
  • Simplicity Solutions first reported a position in Kimberly-Clark in Q4 2015 and has held it in 29 quarters since.
  • Simplicity Solutions's Kimberly-Clark position peaked at $5.38M in Q2 2020.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.