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Stratos Investment Management’s Kimberly-Clark KMB Stock Holding History

Stratos Investment Management’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 		– Sell
-2,440
Closed -$295K – 187
2023
Q3 		$295K Sell
2,440
-394
-14% -$50.9K 0.04% 135
2023
Q2 		$391K Sell
2,834
-6,555
-70% -$913K 0.06% 126
2023
Q1 		$1.26M Buy
9,389
+430
+5% +$55.9K 0.21% 85
2022
Q4 		$1.22M Sell
8,959
-64
-0.7% -$8.13K 0.22% 85
2022
Q3 		$1.01M Buy
9,023
+295
+3% +$38.4K 0.21% 89
2022
Q2 		$1.18M Buy
8,728
+357
+4% +$47K 0.22% 86
2022
Q1 		$1.03M Buy
8,371
+1,469
+21% +$194K 0.17% 90
2021
Q4 		$987K Buy
6,902
+827
+14% +$111K 0.16% 98
2021
Q3 		$805K Buy
6,075
+1,326
+28% +$180K 0.14% 110
2021
Q2 		$635K Buy
4,749
+1,286
+37% +$172K 0.17% 84
2021
Q1 		$481K Sell
3,463
-999
-22% -$133K 0.15% 91
2020
Q4 		$602K Buy
4,462
+761
+21% +$107K 0.19% 87
2020
Q3 		$547K Buy
3,701
+662
+22% +$99.4K 0.2% 87
2020
Q2 		$430K Buy
+3,039
New +$420K 0.18% 85

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

Stratos Investment Management's KMB Position: Q4 2023 in Review

Stratos Investment Management sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 2,440 shares — an estimated $295K sold.

Stratos Investment Management first reported a position in KMB in Q2 2020 and held it in 14 quarters. The position peaked at $1.26M in Q1 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Stratos Investment Management reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Stratos Investment Management sold 2,440 Kimberly-Clark shares in Q4 2023, an estimated $295K.
  • Stratos Investment Management first reported a position in Kimberly-Clark in Q2 2020 and held it in 14 quarters.
  • Stratos Investment Management's Kimberly-Clark position peaked at $1.26M in Q1 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Stratos Investment Management's 13F filing for Q4 2023, filed 24 Jan 2024.