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Syverson Strege & Co’s Kimberly-Clark KMB Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-248
Closed -$33.3K – 363
2023
Q1 		$33.3K Buy
248
+1
+0.4% +$130 0.01% 153
2022
Q4 		$33.5K Buy
247
+1
+0.4% +$127 0.02% 145
2022
Q3 		$28K Hold
246
– – 0.01% 145
2022
Q2 		$33K Buy
246
+1
+0.4% +$132 0.01% 152
2022
Q1 		$30K Hold
245
– – 0.03% 148
2021
Q4 		$35K Buy
245
+1
+0.4% +$135 0.03% 154
2021
Q3 		$32K Hold
244
– – 0.03% 164
2021
Q2 		$33K Buy
244
+1
+0.4% +$133 0.03% 156
2021
Q1 		$34K Buy
243
+1
+0.4% +$133 0.04% 142
2020
Q4 		$33K Buy
+242
New +$33.9K 0.03% 134

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Syverson Strege & Co's KMB Position: Q2 2023 in Review

Syverson Strege & Co sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 248 shares — an estimated $33.3K sold.

Syverson Strege & Co first reported a position in KMB in Q4 2020 and held it in 10 quarters. The position peaked at $35K in Q4 2021. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Syverson Strege & Co reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 248 Kimberly-Clark shares in Q2 2023, an estimated $33.3K.
  • Syverson Strege & Co first reported a position in Kimberly-Clark in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Kimberly-Clark position peaked at $35K in Q4 2021.
  • 1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.