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Northcape Wealth Management’s Kimberly-Clark KMB Stock Holding History

Northcape Wealth 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
2023
Q3 		– Sell
-1,585
Closed -$219K – 148
2023
Q2 		$219K Sell
1,585
-22
-1% -$3.06K 0.08% 141
2023
Q1 		$216K Buy
+1,607
New +$209K 0.08% 143
2022
Q2 		– Sell
-1,697
Closed -$209K – 134
2022
Q1 		$209K Buy
+1,697
New +$224K 0.06% 142

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

Northcape Wealth Management's KMB Position: Q3 2023 in Review

Northcape Wealth Management sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,585 shares — an estimated $219K sold.

Northcape Wealth Management first reported a position in KMB in Q1 2022 and held it in 3 quarters. The position peaked at $219K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Northcape Wealth Management reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • Northcape Wealth Management sold 1,585 Kimberly-Clark shares in Q3 2023, an estimated $219K.
  • Northcape Wealth Management first reported a position in Kimberly-Clark in Q1 2022 and held it in 3 quarters.
  • Northcape Wealth Management's Kimberly-Clark position peaked at $219K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Northcape Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.