ZAM
KMB icon

Zevin Asset Management’s Kimberly-Clark KMB Stock Holding History

Zevin Asset Management’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
-1,746
Closed -$237K – 83
2022
Q4 		$237K Buy
+1,746
New +$222K 0.05% 66
2022
Q3 		– Sell
-1,746
Closed -$236K – 80
2022
Q2 		$236K Buy
+1,746
New +$230K 0.05% 68

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

Zevin Asset Management's KMB Position: Q1 2023 in Review

Zevin Asset Management sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 1,746 shares — an estimated $237K sold.

Zevin Asset Management first reported a position in KMB in Q2 2022 and held it in 2 quarters. The position peaked at $237K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Zevin Asset Management reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
  • Zevin Asset Management sold 1,746 Kimberly-Clark shares in Q1 2023, an estimated $237K.
  • Zevin Asset Management first reported a position in Kimberly-Clark in Q2 2022 and held it in 2 quarters.
  • Zevin Asset Management's Kimberly-Clark position peaked at $237K in Q4 2022.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Zevin Asset Management's 13F filing for Q1 2023, filed 5 May 2023.