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Castleview Partners’s Kimberly-Clark KMB Stock Holding History

Castleview 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
Q3 		– Sell
-81
Closed -$11.2K – 722
2023
Q2 		$11.2K Buy
81
+15
+23% +$2.09K 0.01% 420
2023
Q1 		$8.92K Hold
66
– – 0.01% 435
2022
Q4 		$8.94K Buy
+66
New +$8.39K 0.01% 381
2021
Q2 		$11K Buy
+81
New +$10.8K ﹤0.01% 667
2018
Q1 		$212K Buy
+1,928
New +$219K 0.18% 106

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castleview Partners's KMB Position: Q3 2023 in Review

Castleview Partners sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 81 shares — an estimated $11.2K sold.

Castleview Partners first reported a position in KMB in Q1 2018 and held it in 5 quarters. The position peaked at $212K in Q1 2018. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Castleview Partners reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 81 Kimberly-Clark shares in Q3 2023, an estimated $11.2K.
  • Castleview Partners first reported a position in Kimberly-Clark in Q1 2018 and held it in 5 quarters.
  • Castleview Partners's Kimberly-Clark position peaked at $212K in Q1 2018.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.