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Ziegler Capital Management’s Kimberly-Clark KMB Stock Holding History

Ziegler Capital 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
2024
Q1 		$1.99M Sell
15,366
-5,253
-25% -$645K 0.08% 216
2023
Q4 		$2.51M Buy
20,619
+5,523
+37% +$668K 0.11% 199
2023
Q3 		$1.82M Buy
15,096
+1,784
+13% +$230K 0.07% 222
2023
Q2 		$1.84M Sell
13,312
-173
-1% -$24.1K 0.07% 236
2023
Q1 		$1.81M Sell
13,485
-157
-1% -$20.4K 0.07% 229
2022
Q4 		$1.85M Sell
13,642
-301
-2% -$38.2K 0.08% 225
2022
Q3 		$1.57M Buy
13,943
+6,017
+76% +$782K 0.07% 230
2022
Q2 		$1.07M Buy
+7,926
New +$1.04M 0.04% 290
2022
Q1 		– Sell
-12,816
Closed -$1.81M – 404
2021
Q4 		$1.81M Sell
12,816
-1,334
-9% -$180K 0.07% 239
2021
Q3 		$1.87M Sell
14,150
-61,968
-81% -$8.43M 0.07% 241
2021
Q2 		$10.2M Sell
76,118
-2,019
-3% -$269K 0.34% 107
2021
Q1 		$10.9M Buy
78,137
+46,375
+146% +$6.16M 0.34% 110
2020
Q4 		$4.28M Sell
31,762
-2,296
-7% -$321K 0.14% 201
2020
Q3 		$5.03M Sell
34,058
-11,058
-25% -$1.66M 0.19% 184
2020
Q2 		$6.38M Sell
45,116
-71,342
-61% -$9.85M 0.2% 166
2020
Q1 		$14.9M Buy
+116,458
New +$16.1M 0.4% 67
2013
Q3 		$6.52M Buy
72,127
+37,465
+108% +$3.47M 0.57% 47
2013
Q2 		$3.23M Buy
+34,662
New +$3.34M 0.35% 84

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ziegler Capital Management's KMB Position: Q1 2024 in Review

Ziegler Capital Management reduced its Kimberly-Clark (KMB) stake by 25% in Q1 2024, selling an estimated $645K and leaving 15,366 shares worth $1.99M. The position accounts for 0.08% of the portfolio, ranked #216.

Ziegler Capital Management first reported a position in KMB in Q2 2013 and has held it in 18 quarters since. The position peaked at $14.9M in Q1 2020. 1,686 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Ziegler Capital Management held 15,366 shares of Kimberly-Clark worth $1.99M as of Q1 2024.
  • Ziegler Capital Management sold 5,253 Kimberly-Clark shares in Q1 2024, an estimated $645K.
  • Kimberly-Clark made up 0.08% of Ziegler Capital Management's portfolio in Q1 2024, its #216 holding.
  • Ziegler Capital Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 18 quarters since.
  • Ziegler Capital Management's Kimberly-Clark position peaked at $14.9M in Q1 2020.
  • 1,686 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.