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Whitegate Investment Counselors’s Kimberly-Clark KMB Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-1,885
Closed -$250K – 139
2021
Q3 		$250K Hold
1,885
– – 0.04% 202
2021
Q2 		$252K Sell
1,885
-150
-7% -$20K 0.04% 199
2021
Q1 		$283K Sell
2,035
-200
-9% -$26.5K 0.04% 182
2020
Q4 		$301K Hold
2,235
– – 0.05% 173
2020
Q3 		$330K Hold
2,235
– – 0.06% 162
2020
Q2 		$316K Hold
2,235
– – 0.06% 160
2020
Q1 		$286K Sell
2,235
-200
-8% -$27.7K 0.07% 150
2019
Q4 		$335K Sell
2,435
-100
-4% -$13.5K 0.06% 161
2019
Q3 		$360K Hold
2,535
– – 0.07% 153
2019
Q2 		$338K Hold
2,535
– – 0.07% 152
2019
Q1 		$314K Hold
2,535
– – 0.07% 155
2018
Q4 		$289K Buy
+2,535
New +$281K 0.07% 156
2018
Q3 		– Sell
-2,285
Closed -$241K – 183
2018
Q2 		$241K Hold
2,285
– – 0.05% 170
2018
Q1 		$252K Sell
2,285
-125
-5% -$14.2K 0.05% 167
2017
Q4 		$291K Sell
2,410
-200
-8% -$23.3K 0.06% 156
2017
Q3 		$307K Hold
2,610
– – 0.07% 151
2017
Q2 		$337K Hold
2,610
– – 0.08% 145
2017
Q1 		$344K Hold
2,610
– – 0.08% 142
2016
Q4 		$298K Sell
2,610
-35
-1% -$4.06K 0.08% 134
2016
Q3 		$334K Hold
2,645
– – 0.09% 127
2016
Q2 		$364K Buy
+2,645
New +$346K 0.1% 122
2014
Q1 		$365K Buy
+2,832
New +$293K 0.1% 120

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whitegate Investment Counselors's KMB Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Kimberly-Clark (KMB) in Q4 2021, closing a stake of 1,885 shares — an estimated $250K sold.

Whitegate Investment Counselors first reported a position in KMB in Q1 2014 and held it in 22 quarters. The position peaked at $365K in Q1 2014. 1,671 funds tracked by Wall St. Rank hold KMB as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Kimberly-Clark position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 1,885 Kimberly-Clark shares in Q4 2021, an estimated $250K.
  • Whitegate Investment Counselors first reported a position in Kimberly-Clark in Q1 2014 and held it in 22 quarters.
  • Whitegate Investment Counselors's Kimberly-Clark position peaked at $365K in Q1 2014.
  • 1,671 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.