Atria Investments’s Knowles KN Stock Holding History

Atria Investments’s Portfolio KN Stock Details KN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,004	Closed	-$173K	–	1985
2024 Q2	$173K	Buy	+10,004	New	+$168K	﹤0.01%	1838
2020 Q2	–	Sell	-14,257	Closed	-$191K	–	673
2020 Q1	$191K	Buy	14,257 +1,685	+13%	+$29.3K	0.01%	531
2019 Q4	$266K	Buy	12,572 +1,167	+10%	+$25.1K	0.01%	1022
2019 Q3	$232K	Buy	+11,405	New	+$224K	0.01%	802
2019 Q1	–	Sell	-17,697	Closed	-$236K	–	992
2018 Q4	$236K	Sell	17,697 -2,189	-11%	-$32.1K	0.01%	753
2018 Q3	$331K	Buy	19,886 +2,591	+15%	+$43.6K	0.01%	738
2018 Q2	$265K	Buy	17,295 +4,319	+33%	+$59.6K	0.01%	774
2018 Q1	$163K	Sell	12,976 -848	-6%	-$12.4K	0.01%	846
2017 Q4	$203K	Buy	13,824 +979	+8%	+$15.3K	0.01%	770
2017 Q3	$196K	Buy	12,845 +360	+3%	+$5.53K	0.01%	749
2017 Q2	$211K	Buy	12,485 +180	+1%	+$3.24K	0.01%	686
2017 Q1	$233K	Sell	12,305 -254	-2%	-$4.64K	0.02%	598
2016 Q4	$210K	Buy	12,559 +1,754	+16%	+$27.4K	0.02%	589
2016 Q3	$152K	Buy	+10,805	New	+$153K	0.01%	528

Other funds holding KN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Wellington Management Group

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

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return