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Carmel Capital Partners’s Kimberly-Clark KMB Stock Holding History

Carmel Capital Partners’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 		– Sell
-1,330
Closed -$161K – 440
2023
Q3 		$161K Sell
1,330
-131
-9% -$16.9K 0.07% 165
2023
Q2 		$202K Buy
1,461
+94
+7% +$13.1K 0.1% 118
2023
Q1 		$183K Buy
+1,367
New +$178K 0.11% 133

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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

Carmel Capital Partners's KMB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 1,330 shares — an estimated $161K sold.

Carmel Capital Partners first reported a position in KMB in Q1 2023 and held it in 3 quarters. The position peaked at $202K in Q2 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Carmel Capital Partners reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1,330 Kimberly-Clark shares in Q4 2023, an estimated $161K.
  • Carmel Capital Partners first reported a position in Kimberly-Clark in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Kimberly-Clark position peaked at $202K in Q2 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.