Nathaniel Simons
Meritage Group
Nathaniel Simons Kimberly-Clark Corp stake
total: 301
Meritage Group KMB trades
- Total transactions:
- 5
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2023 Q3
- Held for:
- 4 quarters
- Latest activity:
- 2024 Q3
According to 2026 Q2 report, Nathaniel Simons doesn't hold any Kimberly-Clark Corp (KMB) shares. To date, the estimated cost basis is nearly $121.76 for "buy" trades and estimated average "sell" price is $137.99. Meritage Group first purchased KMB in 2023 Q3, initially acquiring 1,888 shares. Since the initial investment in Kimberly-Clark Corp (KMB), Meritage Group has made 4 more transactions.
When did Nathaniel Simons sell Kimberly-Clark Corp (KMB)?
Nathaniel Simons sold off the entire Kimberly-Clark Corp (KMB) position in 2024 Q3.
When did Nathaniel Simons buy Kimberly-Clark Corp (KMB)?
Nathaniel Simons first invested in Kimberly-Clark Corp (KMB) in 2023 Q3 at the reported quarter-end price of $120.76 per share.
What's the cost basis of Meritage Group's KMB stake?
The estimated cost basis for Kimberly-Clark Corp (KMB) stake is around $121.76 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $121.76
- Weighted AVG sell price:
- $137.99
Nathaniel Simons's historical trades in Kimberly-Clark Corp
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2024 Q3
|
0.00%
|
0
|
$138.20
|
|
-100% (-1,997)
|
-0.01%
|
|
2024 Q2
|
0.01%
|
1,997
|
$138.20
|
$275,985
|
-5.49% (-116)
|
-0%
|
|
2024 Q1
|
0.01%
|
2,113
|
$129.20
|
$273,000
|
+13.54% (+252)
|
+0%
|
|
2023 Q4
|
0.01%
|
1,861
|
$121.44
|
$226,000
|
-1.43% (-27)
|
-0%
|
|
2023 Q3
|
0.01%
|
1,888
|
$120.76
|
$228,000
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.