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Caldwell Trust’s Kontoor Brands KTB Stock Holding History

Caldwell Trust’s Portfolio KTB Stock Details KTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$16.7K – 737
2022
Q2 		$16.7K Hold
500
– – ﹤0.01% 562
2022
Q1 		$20.7K Sell
500
-500
-50% -$23.6K ﹤0.01% 561
2021
Q4 		$51.3K Hold
1,000
– – 0.01% 463
2021
Q3 		$50K Buy
+1,000
New +$55.4K 0.01% 446
2020
Q3 		– Sell
-57
Closed -$1.01K – 749
2020
Q2 		$1.01K Hold
57
– – ﹤0.01% 745
2020
Q1 		$1.09K Hold
57
– – ﹤0.01% 777
2019
Q4 		$2.39K Buy
+57
New +$2.15K ﹤0.01% 779

Other funds holding KTB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return