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United Asset Strategies’s Kimberly-Clark KMB Stock Holding History

United Asset Strategies’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
-4,255
Closed -$578K – 237
2022
Q4 		$578K Buy
4,255
+370
+10% +$47K 0.08% 171
2022
Q3 		$437K Buy
3,885
+223
+6% +$29K 0.07% 158
2022
Q2 		$495K Sell
3,662
-924
-20% -$122K 0.07% 153
2022
Q1 		$565K Buy
4,586
+249
+6% +$32.9K 0.07% 148
2021
Q4 		$620K Sell
4,337
-507
-10% -$68.2K 0.07% 143
2021
Q3 		$641K Buy
4,844
+54
+1% +$7.34K 0.08% 135
2021
Q2 		$641K Sell
4,790
-732
-13% -$97.7K 0.09% 134
2021
Q1 		$768K Buy
5,522
+181
+3% +$24K 0.11% 129
2020
Q4 		$720K Sell
5,341
-150
-3% -$21K 0.11% 126
2020
Q3 		$811K Buy
5,491
+284
+5% +$42.6K 0.15% 105
2020
Q2 		$736K Buy
5,207
+236
+5% +$32.6K 0.15% 108
2020
Q1 		$636K Buy
+4,971
New +$688K 0.16% 108

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

United Asset Strategies's KMB Position: Q1 2023 in Review

United Asset Strategies sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 4,255 shares — an estimated $578K sold.

United Asset Strategies first reported a position in KMB in Q1 2020 and held it in 12 quarters. The position peaked at $811K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • United Asset Strategies reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • United Asset Strategies sold 4,255 Kimberly-Clark shares in Q1 2023, an estimated $578K.
  • United Asset Strategies first reported a position in Kimberly-Clark in Q1 2020 and held it in 12 quarters.
  • United Asset Strategies's Kimberly-Clark position peaked at $811K in Q3 2020.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on United Asset Strategies's 13F filing for Q1 2023, filed 25 Apr 2023.