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KMB icon

Surevest’s Kimberly-Clark KMB Stock Holding History

Surevest’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
Q3 		$3.1M Sell
27,506
-97
-0.4% -$12.6K 0.84% 51
2022
Q2 		$3.73M Buy
27,603
+1,140
+4% +$150K 0.98% 41
2022
Q1 		$3.26M Sell
26,463
-6,393
-19% -$844K 0.79% 55
2021
Q4 		$4.7M Sell
32,856
-531
-2% -$71.5K 1.11% 41
2021
Q3 		$4.42M Buy
33,387
+1,236
+4% +$168K 1.12% 46
2021
Q2 		$4.3M Buy
32,151
+2,013
+7% +$269K 1.12% 48
2021
Q1 		$4.19M Buy
30,138
+4,624
+18% +$614K 1.27% 49
2020
Q4 		$3.44M Buy
25,514
+2,762
+12% +$387K 1.15% 55
2020
Q3 		$3.36M Buy
22,752
+1,876
+9% +$282K 1.32% 42
2020
Q2 		$2.95M Buy
20,876
+2,075
+11% +$286K 1.31% 43
2020
Q1 		$2.4M Buy
18,801
+8,121
+76% +$1.12M 1.31% 33
2019
Q4 		$1.47M Buy
10,680
+3,719
+53% +$503K 0.63% 76
2019
Q3 		$989K Buy
6,961
+1,561
+29% +$215K 0.49% 78
2019
Q2 		$720K Buy
+5,400
New +$696K 0.37% 89

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surevest's KMB Position: Q3 2022 in Review

Surevest reduced its Kimberly-Clark (KMB) stake by 0.35% in Q3 2022, selling an estimated $12.6K and leaving 27,506 shares worth $3.1M. The position accounts for 0.84% of the portfolio, ranked #51.

Surevest first reported a position in KMB in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.7M in Q4 2021. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Surevest held 27,506 shares of Kimberly-Clark worth $3.1M as of Q3 2022.
  • Surevest sold 97 Kimberly-Clark shares in Q3 2022, an estimated $12.6K.
  • Kimberly-Clark made up 0.84% of Surevest's portfolio in Q3 2022, its #51 holding.
  • Surevest first reported a position in Kimberly-Clark in Q2 2019 and has held it in 14 quarters since.
  • Surevest's Kimberly-Clark position peaked at $4.7M in Q4 2021.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.