Pathstone Family Office’s Kimberly-Clark KMB Stock Holding History

Pathstone Family Office’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	$3.44M	Buy	28,218 +13,688	+94%	+$1.77M	0.03%	349
2023 Q2	$2.1M	Buy	14,530 +1,203	+9%	+$167K	0.03%	310
2023 Q1	$1.83M	Sell	13,327 -10,789	-45%	-$1.4M	0.03%	300
2022 Q4	$2.97M	Buy	24,116 +1,956	+9%	+$249K	0.03%	395
2022 Q3	$2.56M	Buy	22,160 +16,519	+293%	+$2.15M	0.02%	358
2022 Q2	$765K	Sell	5,641 -619	-10%	-$81.5K	0.02%	420
2022 Q1	$806K	Buy	6,260 +1,683	+37%	+$222K	0.02%	389
2021 Q4	$656K	Sell	4,577 -464	-9%	-$62.5K	0.02%	451
2021 Q3	$671K	Buy	5,041 +713	+16%	+$97K	0.02%	411
2021 Q2	$582K	Buy	4,328 +1,086	+33%	+$145K	0.02%	411
2021 Q1	$454K	Buy	3,242 +2,802	+637%	+$372K	0.02%	359
2020 Q4	$59K	Buy	440 +40	+10%	+$5.6K	﹤0.01%	485
2020 Q3	$60K	Hold	400	–	–	0.01%	336
2020 Q2	$56K	Hold	400	–	–	0.01%	303
2020 Q1	$52K	Sell	400 -5	-1%	-$692	0.01%	301
2019 Q4	$556K	Buy	405 +9	+2%	+$1.22K	0.01%	278
2019 Q3	$56K	Sell	396 -3,200	-89%	-$440K	0.01%	256
2019 Q2	$480K	Sell	3,596 -48	-1%	-$6.19K	0.06%	134
2019 Q1	$452K	Buy	3,644 +3,554	+3,949%	+$413K	0.06%	119
2018 Q4	$10K	Buy	+90	New	+$9.99K	﹤0.01%	328
2017 Q3	–	Sell	-2,075	Closed	-$268K	–	260
2017 Q2	$268K	Sell	2,075 -14	-0.7%	-$1.82K	0.11%	79
2017 Q1	$275K	Buy	2,089 +14	+0.7%	+$1.77K	0.15%	74
2016 Q4	$237K	Buy	+2,075	New	+$241K	0.15%	81
2014 Q4	–	Sell	-201	Closed	-$21K	–	183
2014 Q3	$21K	Buy	+201	New	+$20.9K	0.07%	126
2014 Q2	–	Sell	-657	Closed	-$69K	–	161
2014 Q1	$69K	Hold	657	–	–	0.18%	28
2013 Q4	$66K	Hold	657	–	–	0.14%	36
2013 Q3	$59K	Hold	657	–	–	0.26%	64
2013 Q2	$61K	Buy	+657	New	+$63.4K	0.07%	83

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

Pathstone Family Office's KMB Position: Q3 2023 in Review

Pathstone Family Office increased its Kimberly-Clark (KMB) stake by 94% in Q3 2023, buying an estimated $1.77M and bringing the position to 28,218 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #349.

Pathstone Family Office first reported a position in KMB in Q2 2013 and has held it in 28 quarters since. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

Pathstone Family Office held 28,218 shares of Kimberly-Clark worth $3.44M as of Q3 2023.
Pathstone Family Office bought 13,688 Kimberly-Clark shares in Q3 2023, an estimated $1.77M.
Kimberly-Clark made up 0.03% of Pathstone Family Office's portfolio in Q3 2023, its #349 holding.
Pathstone Family Office first reported a position in Kimberly-Clark in Q2 2013 and has held it in 28 quarters since.
1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.