AssetMark Inc’s Kennametal KMT Stock Holding History

AssetMark Inc’s Portfolio KMT Stock Details KMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$124	–	1944
2023 Q3	$124	Buy	+5	New	+$135	﹤0.01%	1676
2022 Q3	–	Sell	-1,600	Closed	-$37K	–	1582
2022 Q2	$37K	Hold	1,600	–	–	﹤0.01%	997
2022 Q1	$46K	Hold	1,600	–	–	﹤0.01%	936
2021 Q4	$57K	Hold	1,600	–	–	﹤0.01%	886
2021 Q3	$55K	Hold	1,600	–	–	﹤0.01%	771
2021 Q2	$57K	Hold	1,600	–	–	﹤0.01%	735
2021 Q1	$64K	Hold	1,600	–	–	﹤0.01%	692
2020 Q4	$58K	Hold	1,600	–	–	﹤0.01%	689
2020 Q3	$46K	Hold	1,600	–	–	﹤0.01%	687
2020 Q2	$46K	Hold	1,600	–	–	﹤0.01%	665
2020 Q1	$30K	Hold	1,600	–	–	﹤0.01%	789
2019 Q4	$59K	Hold	1,600	–	–	﹤0.01%	709
2019 Q3	$49K	Hold	1,600	–	–	﹤0.01%	715
2019 Q2	$59K	Hold	1,600	–	–	﹤0.01%	675
2019 Q1	$59K	Hold	1,600	–	–	﹤0.01%	670
2018 Q4	$53K	Hold	1,600	–	–	﹤0.01%	673
2018 Q3	$70K	Hold	1,600	–	–	﹤0.01%	670
2018 Q2	$57K	Hold	1,600	–	–	﹤0.01%	694
2018 Q1	$64K	Hold	1,600	–	–	﹤0.01%	671
2017 Q4	$77K	Hold	1,600	–	–	﹤0.01%	669
2017 Q3	$65K	Hold	1,600	–	–	﹤0.01%	639
2017 Q2	$60K	Hold	1,600	–	–	﹤0.01%	642
2017 Q1	$63K	Hold	1,600	–	–	﹤0.01%	592
2016 Q4	$50K	Hold	1,600	–	–	﹤0.01%	621
2016 Q3	$46K	Hold	1,600	–	–	﹤0.01%	632
2016 Q2	$35K	Hold	1,600	–	–	﹤0.01%	692
2016 Q1	$36K	Buy	+1,600	New	+$31.1K	﹤0.01%	638

Other funds holding KMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return

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

AssetMark Inc's KMT Position: Q4 2023 in Review

AssetMark Inc sold out of Kennametal (KMT) in Q4 2023, closing a stake of 5 shares — an estimated $124 sold.

AssetMark Inc first reported a position in KMT in Q1 2016 and held it in 27 quarters. The position peaked at $77K in Q4 2017. 225 funds tracked by Wall St. Rank hold KMT as of Q4 2023.

AssetMark Inc reported no remaining Kennametal position as of Q4 2023 after selling out during the quarter.
AssetMark Inc sold 5 Kennametal shares in Q4 2023, an estimated $124.
AssetMark Inc first reported a position in Kennametal in Q1 2016 and held it in 27 quarters.
AssetMark Inc's Kennametal position peaked at $77K in Q4 2017.
225 funds tracked by Wall St. Rank held Kennametal as of Q4 2023.

Based on AssetMark Inc's 13F filing for Q4 2023, filed 9 Feb 2024.