Willner & Heller’s Kimberly-Clark KMB Stock Holding History

Willner & Heller’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 Q1	–	Sell	-1,840	Closed	-$244K	–	147
2021 Q4	$244K	Buy	+1,840	New	+$248K	0.32%	116

Other funds holding KMB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Willner & Heller's KMB Position: Q1 2022 in Review

Willner & Heller sold out of Kimberly-Clark (KMB) in Q1 2022, closing a stake of 1,840 shares — an estimated $244K sold.

Willner & Heller first reported a position in KMB in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 1,601 funds tracked by Wall St. Rank hold KMB as of Q1 2022.

Willner & Heller reported no remaining Kimberly-Clark position as of Q1 2022 after selling out during the quarter.
Willner & Heller sold 1,840 Kimberly-Clark shares in Q1 2022, an estimated $244K.
Willner & Heller first reported a position in Kimberly-Clark in Q4 2021 and held it in 1 quarter.
Willner & Heller's Kimberly-Clark position peaked at $244K in Q4 2021.
1,601 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2022.

Based on Willner & Heller's 13F filing for Q1 2022, filed 5 Jul 2022.