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Westwood Holdings Group’s Kimberly-Clark KMB Stock Holding History

Westwood Holdings Group’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
-150
Closed -$20K – 547
2022
Q4 		$20K Buy
+150
New +$19.1K ﹤0.01% 543
2017
Q4 		– Sell
-1,822
Closed -$214K – 422
2017
Q3 		$214K Sell
1,822
-1,850
-50% -$226K ﹤0.01% 386
2017
Q2 		$474K Buy
3,672
+1,225
+50% +$159K ﹤0.01% 351
2017
Q1 		$322K Buy
2,447
+200
+9% +$25.2K ﹤0.01% 360
2016
Q4 		$256K Hold
2,247
– – ﹤0.01% 414
2016
Q3 		$283K Sell
2,247
-197
-8% -$25.5K ﹤0.01% 412
2016
Q2 		$336K Buy
2,444
+219
+10% +$28.7K ﹤0.01% 356
2016
Q1 		$300K Buy
2,225
+175
+9% +$22.8K ﹤0.01% 351
2015
Q4 		$261K Buy
+2,050
New +$246K ﹤0.01% 361

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

Westwood Holdings Group's KMB Position: Q1 2023 in Review

Westwood Holdings Group sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 150 shares — an estimated $20K sold.

Westwood Holdings Group first reported a position in KMB in Q4 2015 and held it in 9 quarters. The position peaked at $474K in Q2 2017. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Westwood Holdings Group reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 150 Kimberly-Clark shares in Q1 2023, an estimated $20K.
  • Westwood Holdings Group first reported a position in Kimberly-Clark in Q4 2015 and held it in 9 quarters.
  • Westwood Holdings Group's Kimberly-Clark position peaked at $474K in Q2 2017.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.