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

Summit 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	–	Sell	-1,476	Closed	-$204K	–	182
2023 Q2	$204K	Buy	+1,476	New	+$205K	0.08%	183
2023 Q1	–	Sell	-1,476	Closed	-$200K	–	195
2022 Q4	$200K	Buy	+1,476	New	+$188K	0.08%	192
2022 Q3	–	Sell	-1,975	Closed	-$267K	–	195
2022 Q2	$267K	Hold	1,975	–	–	0.1%	167
2022 Q1	$243K	Hold	1,975	–	–	0.08%	188
2021 Q4	$282K	Hold	1,975	–	–	0.09%	186
2021 Q3	$262K	Hold	1,975	–	–	0.09%	183
2021 Q2	$264K	Hold	1,975	–	–	0.1%	175
2021 Q1	$275K	Hold	1,975	–	–	0.11%	157
2020 Q4	$266K	Hold	1,975	–	–	0.12%	140
2020 Q3	$292K	Hold	1,975	–	–	0.14%	118
2020 Q2	$279K	Sell	1,975 -200	-9%	-$27.6K	0.15%	116
2020 Q1	$278K	Hold	2,175	–	–	0.17%	104
2019 Q4	$299K	Hold	2,175	–	–	0.14%	122
2019 Q3	$309K	Sell	2,175 -1,675	-44%	-$230K	0.16%	118
2019 Q2	$513K	Hold	3,850	–	–	0.23%	100
2019 Q1	$477K	Hold	3,850	–	–	0.37%	72
2018 Q4	$439K	Hold	3,850	–	–	0.37%	72
2018 Q3	$438K	Sell	3,850 -1,012	-21%	-$113K	0.33%	77
2018 Q2	$512K	Sell	4,862 -50	-1%	-$5.2K	0.4%	69
2018 Q1	$541K	Buy	4,912 +808	+20%	+$92K	0.42%	69
2017 Q4	$495K	Sell	4,104 -1,196	-23%	-$139K	0.4%	69
2017 Q3	$624K	Sell	5,300 -100	-2%	-$12.2K	0.52%	62
2017 Q2	$697K	Buy	+5,400	New	+$703K	0.6%	53

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Summit Financial Group sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,476 shares — an estimated $204K sold.

Summit Financial Group first reported a position in KMB in Q2 2017 and held it in 23 quarters. The position peaked at $697K in Q2 2017. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Summit Financial Group reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
Summit Financial Group sold 1,476 Kimberly-Clark shares in Q3 2023, an estimated $204K.
Summit Financial Group first reported a position in Kimberly-Clark in Q2 2017 and held it in 23 quarters.
Summit Financial Group's Kimberly-Clark position peaked at $697K in Q2 2017.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Summit Financial Group's 13F filing for Q3 2023, filed 17 Oct 2023.