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Spotlight Asset Group’s Kimberly-Clark KMB Stock Holding History

Spotlight Asset Group’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
Q2 		$55.3K Hold
400
– – 0.04% 135
2024
Q1 		$51.7K Hold
400
– – 0.04% 141
2023
Q4 		$48.3K Hold
400
– – 0.04% 138
2023
Q3 		$48.3K Hold
400
– – 0.04% 138
2023
Q2 		$55.2K Buy
+400
New +$55.7K 0.05% 130

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spotlight Asset Group's KMB Position: Q2 2024 in Review

Spotlight Asset Group held its Kimberly-Clark (KMB) position steady in Q2 2024 at 400 shares worth $55.3K. The position accounts for 0.04% of the portfolio, ranked #135.

Spotlight Asset Group first reported a position in KMB in Q2 2023 and has held it in 5 quarters since. 1,732 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Spotlight Asset Group held 400 shares of Kimberly-Clark worth $55.3K as of Q2 2024.
  • Spotlight Asset Group left its Kimberly-Clark share count unchanged in Q2 2024.
  • Kimberly-Clark made up 0.04% of Spotlight Asset Group's portfolio in Q2 2024, its #135 holding.
  • Spotlight Asset Group first reported a position in Kimberly-Clark in Q2 2023 and has held it in 5 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.