TrustCore Financial Services’s Kimberly-Clark KMB Stock Holding History

TrustCore Financial Services’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 Q4	$550K	Buy	4,054 +70	+2%	+$8.89K	0.05%	165
2022 Q3	$448K	Hold	3,984	–	–	0.04%	173
2022 Q2	$538K	Sell	3,984 -225	-5%	-$29.6K	0.05%	161
2022 Q1	$518K	Hold	4,209	–	–	0.04%	168
2021 Q4	$602K	Hold	4,209	–	–	0.07%	142
2021 Q3	$557K	Hold	4,209	–	–	0.05%	166
2021 Q2	$563K	Hold	4,209	–	–	0.06%	163
2021 Q1	$585K	Sell	4,209 -81	-2%	-$10.8K	0.07%	151
2020 Q4	$578K	Buy	4,290 +30	+0.7%	+$4.2K	0.07%	140
2020 Q3	$629K	Sell	4,260 -42	-1%	-$6.31K	0.1%	121
2020 Q2	$608K	Sell	4,302 -45	-1%	-$6.21K	0.11%	116
2020 Q1	$556K	Sell	4,347 -29	-0.7%	-$4.01K	0.13%	109
2019 Q4	$602K	Hold	4,376	–	–	0.11%	117
2019 Q3	$622K	Hold	4,376	–	–	0.13%	108
2019 Q2	$583K	Buy	4,376 +3,805	+666%	+$491K	0.13%	111
2019 Q1	$71K	Buy	+571	New	+$66.4K	0.02%	259
2018 Q4	–	Sell	-505	Closed	-$57K	–	614
2018 Q3	$57K	Sell	505 -58	-10%	-$6.5K	0.02%	293
2018 Q2	$59K	Hold	563	–	–	0.02%	278
2018 Q1	$62K	Hold	563	–	–	0.02%	256
2017 Q4	$68K	Buy	+563	New	+$65.7K	0.03%	233

Other funds holding KMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrustCore Financial Services's KMB Position: Q4 2022 in Review

TrustCore Financial Services increased its Kimberly-Clark (KMB) stake by 1.8% in Q4 2022, buying an estimated $8.89K and bringing the position to 4,054 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #165.

TrustCore Financial Services first reported a position in KMB in Q4 2017 and has held it in 20 quarters since. The position peaked at $629K in Q3 2020. 1,656 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

TrustCore Financial Services held 4,054 shares of Kimberly-Clark worth $550K as of Q4 2022.
TrustCore Financial Services bought 70 Kimberly-Clark shares in Q4 2022, an estimated $8.89K.
Kimberly-Clark made up 0.05% of TrustCore Financial Services's portfolio in Q4 2022, its #165 holding.
TrustCore Financial Services first reported a position in Kimberly-Clark in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's Kimberly-Clark position peaked at $629K in Q3 2020.
1,656 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.