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Trilogy Capital’s Kimberly-Clark KMB Stock Holding History

Trilogy Capital’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
Q1 		– Sell
-2,167
Closed -$294K – 259
2022
Q4 		$294K Buy
+2,167
New +$275K 0.02% 205
2019
Q2 		– Sell
-1,657
Closed -$205K – 123
2019
Q1 		$205K Sell
1,657
-5,972
-78% -$694K 0.02% 117
2018
Q4 		$869K Sell
7,629
-726
-9% -$80.6K 0.12% 65
2018
Q3 		$949K Sell
8,355
-1,036
-11% -$116K 0.12% 62
2018
Q2 		$989K Sell
9,391
-365
-4% -$37.9K 0.13% 47
2018
Q1 		$1.07M Buy
9,756
+937
+11% +$107K 0.16% 46
2017
Q4 		$1.06M Buy
+8,819
New +$1.03M 0.17% 43

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trilogy Capital's KMB Position: Q1 2023 in Review

Trilogy Capital sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 2,167 shares — an estimated $294K sold.

Trilogy Capital first reported a position in KMB in Q4 2017 and held it in 7 quarters. The position peaked at $1.07M in Q1 2018. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Trilogy Capital reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Trilogy Capital sold 2,167 Kimberly-Clark shares in Q1 2023, an estimated $294K.
  • Trilogy Capital first reported a position in Kimberly-Clark in Q4 2017 and held it in 7 quarters.
  • Trilogy Capital's Kimberly-Clark position peaked at $1.07M in Q1 2018.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Trilogy Capital's 13F filing for Q1 2023, filed 17 Apr 2023.