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Successful Portfolios’s Kimberly-Clark KMB Stock Holding History

Successful Portfolios’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
2022
Q1 		– Sell
-1,556
Closed -$222K – 214
2021
Q4 		$222K Sell
1,556
-978
-39% -$132K 0.12% 190
2021
Q3 		$336K Buy
2,534
+3
+0.1% +$408 0.2% 126
2021
Q2 		$339K Buy
2,531
+333
+15% +$44.4K 0.21% 124
2021
Q1 		$306K Buy
+2,198
New +$292K 0.2% 129

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Successful Portfolios's KMB Position: Q1 2022 in Review

Successful Portfolios sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,556 shares — an estimated $222K sold.

Successful Portfolios first reported a position in KMB in Q1 2021 and held it in 4 quarters. The position peaked at $339K in Q2 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

  • Successful Portfolios reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
  • Successful Portfolios sold 1,556 Kimberly-Clark shares in Q1 2022, an estimated $222K.
  • Successful Portfolios first reported a position in Kimberly-Clark in Q1 2021 and held it in 4 quarters.
  • Successful Portfolios's Kimberly-Clark position peaked at $339K in Q2 2021.
  • 1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Successful Portfolios's 13F filing for Q1 2022, filed 21 Apr 2022.