WP
KMB icon

WealthSpring Partners’s Kimberly-Clark KMB Stock Holding History

WealthSpring Partners’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 		$355K Buy
2,940
+4
+0.1% +$517 0.27% 52
2023
Q2 		$405K Buy
2,936
+78
+3% +$10.9K 0.29% 49
2023
Q1 		$384K Buy
2,858
+4
+0.1% +$520 0.3% 49
2022
Q4 		$387K Sell
2,854
-148
-5% -$18.8K 0.3% 53
2022
Q3 		$338K Buy
+3,002
New +$390K 0.3% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WealthSpring Partners's KMB Position: Q3 2023 in Review

WealthSpring Partners increased its Kimberly-Clark (KMB) stake by 0.14% in Q3 2023, buying an estimated $517 and bringing the position to 2,940 shares worth $355K. The position accounts for 0.27% of the portfolio, ranked #52.

WealthSpring Partners first reported a position in KMB in Q3 2022 and has held it in 5 quarters since. The position peaked at $405K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • WealthSpring Partners held 2,940 shares of Kimberly-Clark worth $355K as of Q3 2023.
  • WealthSpring Partners bought 4 Kimberly-Clark shares in Q3 2023, an estimated $517.
  • Kimberly-Clark made up 0.27% of WealthSpring Partners's portfolio in Q3 2023, its #52 holding.
  • WealthSpring Partners first reported a position in Kimberly-Clark in Q3 2022 and has held it in 5 quarters since.
  • WealthSpring Partners's Kimberly-Clark position peaked at $405K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.