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Steward Financial Group’s Kimberly-Clark KMB Stock Holding History

Steward Financial 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
2023
Q3 		$18K Hold
153
– – 0.01% 264
2023
Q2 		$21K Buy
+153
New +$21.3K 0.01% 238
2022
Q3 		– Sell
-100
Closed -$13K – 727
2022
Q2 		$13K Buy
+100
New +$13.2K 0.01% 206

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Steward Financial Group's KMB Position: Q3 2023 in Review

Steward Financial Group held its Kimberly-Clark (KMB) position steady in Q3 2023 at 153 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #264.

Steward Financial Group first reported a position in KMB in Q2 2022 and has held it in 3 quarters since. The position peaked at $21K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Steward Financial Group held 153 shares of Kimberly-Clark worth $18K as of Q3 2023.
  • Steward Financial Group left its Kimberly-Clark share count unchanged in Q3 2023.
  • Kimberly-Clark made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #264 holding.
  • Steward Financial Group first reported a position in Kimberly-Clark in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Kimberly-Clark position peaked at $21K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.