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Sterling Financial Planning’s Kimberly-Clark KMB Stock Holding History

Sterling Financial Planning’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
-120
Closed -$16K – 254
2021
Q3 		$16K Hold
120
– – 0.01% 279
2021
Q2 		$16K Hold
120
– – 0.01% 268
2021
Q1 		$17K Hold
120
– – 0.01% 238
2020
Q4 		$16K Buy
+120
New +$16.8K 0.01% 232

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

Sterling Financial Planning's KMB Position: Q4 2021 in Review

Sterling Financial Planning sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 120 shares — an estimated $16K sold.

Sterling Financial Planning first reported a position in KMB in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q1 2021. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Sterling Financial Planning reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 120 Kimberly-Clark shares in Q4 2021, an estimated $16K.
  • Sterling Financial Planning first reported a position in Kimberly-Clark in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Kimberly-Clark position peaked at $17K in Q1 2021.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.