Alpha Family Trust’s Kimberly-Clark KMB Stock Holding History

Alpha Family Trust’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	-2,180	Closed	-$296K	–	131
2022 Q4	$296K	Buy	+2,180	New	+$277K	0.27%	78

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's KMB Position: Q1 2023 in Review

Alpha Family Trust sold out of Kimberly-Clark (KMB) in Q1 2023, closing a stake of 2,180 shares — an estimated $296K sold.

Alpha Family Trust first reported a position in KMB in Q4 2022 and held it in 1 quarter. The position peaked at $296K in Q4 2022. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

Alpha Family Trust reported no remaining Kimberly-Clark position as of Q1 2023 after selling out during the quarter.
Alpha Family Trust sold 2,180 Kimberly-Clark shares in Q1 2023, an estimated $296K.
Alpha Family Trust first reported a position in Kimberly-Clark in Q4 2022 and held it in 1 quarter.
Alpha Family Trust's Kimberly-Clark position peaked at $296K in Q4 2022.
1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Alpha Family Trust's 13F filing for Q1 2023, filed 10 May 2023.