NorthStar Asset Management (Pennsylvania)’s Kimberly-Clark KMB Stock Holding History

NorthStar Asset Management (Pennsylvania)’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	-1,500	Closed	-$207K	–	146
2023 Q2	$207K	Sell	1,500 -3	-0.2%	-$418	0.06%	138
2023 Q1	$202K	Buy	1,503 +3	+0.2%	+$390	0.06%	140
2022 Q4	$204K	Buy	+1,500	New	+$191K	0.06%	139
2022 Q3	–	Sell	-1,500	Closed	-$203K	–	137
2022 Q2	$203K	Buy	+1,500	New	+$198K	0.06%	132
2022 Q1	–	Sell	-1,500	Closed	-$214K	–	150
2021 Q4	$214K	Buy	+1,500	New	+$202K	0.05%	145
2021 Q3	–	Sell	-1,500	Closed	-$201K	–	143
2021 Q2	$201K	Hold	1,500	–	–	0.05%	143
2021 Q1	$209K	Hold	1,500	–	–	0.06%	135
2020 Q4	$202K	Hold	1,500	–	–	0.06%	134
2020 Q3	$221K	Hold	1,500	–	–	0.07%	119
2020 Q2	$212K	Buy	+1,500	New	+$207K	0.08%	119
2015 Q1	–	Sell	-1,972	Closed	-$228K	–	105
2014 Q4	$228K	Sell	1,972 -85	-4%	-$9.43K	0.1%	97
2014 Q3	$212K	Hold	2,057	–	–	0.09%	102
2014 Q2	$219K	Hold	2,057	–	–	0.09%	100
2014 Q1	$217K	Hold	2,057	–	–	0.1%	93
2013 Q4	$206K	Buy	+2,057	New	+$205K	0.1%	88

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s KMB Position: Q3 2023 in Review

NorthStar Asset Management (Pennsylvania) sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,500 shares — an estimated $207K sold.

NorthStar Asset Management (Pennsylvania) first reported a position in KMB in Q4 2013 and held it in 15 quarters. The position peaked at $228K in Q4 2014. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

NorthStar Asset Management (Pennsylvania) reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
NorthStar Asset Management (Pennsylvania) sold 1,500 Kimberly-Clark shares in Q3 2023, an estimated $207K.
NorthStar Asset Management (Pennsylvania) first reported a position in Kimberly-Clark in Q4 2013 and held it in 15 quarters.
NorthStar Asset Management (Pennsylvania)'s Kimberly-Clark position peaked at $228K in Q4 2014.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q3 2023, filed 25 Oct 2023.