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Wintrust Investments’s Kimberly-Clark KMB Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-354
Closed -$50K – 480
2024
Q3 		$50K Sell
354
-2,868
-89% -$407K 0.04% 309
2024
Q2 		$445K Hold
3,222
– – 0.04% 307
2024
Q1 		$417K Buy
3,222
+1
+0% +$123 0.04% 309
2023
Q4 		$391K Buy
+3,221
New +$389K 0.04% 312
2023
Q3 		– Sell
-1,465
Closed -$202K – 423
2023
Q2 		$202K Buy
+1,465
New +$204K 0.02% 409
2023
Q1 		– Sell
-1,651
Closed -$224K – 361
2022
Q4 		$224K Buy
+1,651
New +$210K 0.03% 338
2022
Q3 		– Sell
-1,638
Closed -$221K – 399
2022
Q2 		$221K Sell
1,638
-58
-3% -$7.64K 0.03% 345
2022
Q1 		$209K Sell
1,696
-94
-5% -$12.4K 0.02% 387
2021
Q4 		$256K Buy
+1,790
New +$241K 0.02% 365
2021
Q3 		– Sell
-1,891
Closed -$253K – 346
2021
Q2 		$253K Sell
1,891
-189
-9% -$25.2K 0.03% 370
2021
Q1 		$289K Buy
2,080
+501
+32% +$66.5K 0.03% 334
2020
Q4 		$213K Buy
1,579
+162
+11% +$22.7K 0.06% 170
2020
Q3 		$209K Sell
1,417
-55
-4% -$8.26K 0.03% 325
2020
Q2 		$208K Buy
+1,472
New +$203K 0.03% 323
2019
Q3 		– Sell
-1,871
Closed -$249K – 370
2019
Q2 		$249K Buy
1,871
+101
+6% +$13K 0.04% 319
2019
Q1 		$219K Sell
1,770
-223
-11% -$25.9K 0.04% 321
2018
Q4 		$227K Buy
1,993
+32
+2% +$3.55K 0.04% 293
2018
Q3 		$223K Buy
+1,961
New +$220K 0.04% 327
2018
Q1 		– Sell
-7,824
Closed -$944K – 277
2017
Q4 		$944K Buy
7,824
+200
+3% +$23.3K 0.22% 106
2017
Q3 		$897K Hold
7,624
– – 0.23% 105
2017
Q2 		$984K Buy
7,624
+293
+4% +$38.1K 0.26% 96
2017
Q1 		$965K Buy
+7,331
New +$925K 0.27% 86

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wintrust Investments's KMB Position: Q4 2024 in Review

Wintrust Investments sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 354 shares — an estimated $50K sold.

Wintrust Investments first reported a position in KMB in Q1 2017 and held it in 22 quarters. The position peaked at $984K in Q2 2017. 1,786 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Wintrust Investments reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 354 Kimberly-Clark shares in Q4 2024, an estimated $50K.
  • Wintrust Investments first reported a position in Kimberly-Clark in Q1 2017 and held it in 22 quarters.
  • Wintrust Investments's Kimberly-Clark position peaked at $984K in Q2 2017.
  • 1,786 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.