Syntax Advisors’s Kimberly-Clark KMB Stock Holding History

Syntax Advisors’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	$401K	Sell	3,315 -314	-9%	-$40.6K	0.35%	39
2023 Q2	$501K	Sell	3,629 -536	-13%	-$74.6K	0.4%	30
2023 Q1	$559K	Buy	4,165 +387	+10%	+$50.3K	0.42%	14
2022 Q4	$513K	Sell	3,778 -520	-12%	-$66.1K	0.43%	25
2022 Q3	$484K	Buy	4,298 +300	+8%	+$39K	0.41%	27
2022 Q2	$540K	Sell	3,998 -153	-4%	-$20.2K	0.45%	15
2022 Q1	$511K	Buy	4,151 +93	+2%	+$12.3K	0.43%	28
2021 Q4	$580K	Buy	+4,058	New	+$546K	0.43%	22

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

Syntax Advisors's KMB Position: Q3 2023 in Review

Syntax Advisors reduced its Kimberly-Clark (KMB) stake by 8.7% in Q3 2023, selling an estimated $40.6K and leaving 3,315 shares worth $401K. The position accounts for 0.35% of the portfolio, ranked #39.

Syntax Advisors first reported a position in KMB in Q4 2021 and has held it in 8 quarters since. The position peaked at $580K in Q4 2021. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Syntax Advisors held 3,315 shares of Kimberly-Clark worth $401K as of Q3 2023.
Syntax Advisors sold 314 Kimberly-Clark shares in Q3 2023, an estimated $40.6K.
Kimberly-Clark made up 0.35% of Syntax Advisors's portfolio in Q3 2023, its #39 holding.
Syntax Advisors first reported a position in Kimberly-Clark in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Kimberly-Clark position peaked at $580K in Q4 2021.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.