Alterity Financial Group’s Kimberly-Clark KMB Stock Holding History

Alterity Financial Group’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 Q4	$515K	Sell	4,240 -200	-5%	-$24.2K	0.74%	41
2023 Q3	$537K	Sell	4,440 -15	-0.3%	-$1.94K	0.85%	37
2023 Q2	$615K	Sell	4,455 -285	-6%	-$39.7K	0.89%	32
2023 Q1	$636K	Sell	4,740 -160	-3%	-$20.8K	0.93%	32
2022 Q4	$665K	Sell	4,900 -20	-0.4%	-$2.54K	1.08%	27
2022 Q3	$554K	Sell	4,920 -100	-2%	-$13K	0.9%	35
2022 Q2	$678K	Buy	+5,020	New	+$661K	1.01%	30
2021 Q4	$900K	Buy	+6,300	New	+$848K	0.96%	29
2021 Q1	$625K	Buy	+5,075	New	+$674K	0.76%	38

Other funds holding KMB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alterity Financial Group's KMB Position: Q4 2023 in Review

Alterity Financial Group reduced its Kimberly-Clark (KMB) stake by 4.5% in Q4 2023, selling an estimated $24.2K and leaving 4,240 shares worth $515K. The position accounts for 0.74% of the portfolio, ranked #41.

Alterity Financial Group first reported a position in KMB in Q1 2021 and has held it in 9 quarters since. The position peaked at $900K in Q4 2021. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

Alterity Financial Group held 4,240 shares of Kimberly-Clark worth $515K as of Q4 2023.
Alterity Financial Group sold 200 Kimberly-Clark shares in Q4 2023, an estimated $24.2K.
Kimberly-Clark made up 0.74% of Alterity Financial Group's portfolio in Q4 2023, its #41 holding.
Alterity Financial Group first reported a position in Kimberly-Clark in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Kimberly-Clark position peaked at $900K in Q4 2021.
1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.