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CM Management’s World Kinect Corp WKC Stock Holding History

CM Management’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-30,000
Closed -$673K – 75
2023
Q3 		$673K Sell
30,000
-20,000
-40% -$446K 0.71% 44
2023
Q2 		$1.03M Hold
50,000
– – 1.01% 32
2023
Q1 		$1.28M Buy
+50,000
New +$1.36M 1.52% 23

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CM Management's WKC Position: Q4 2023 in Review

CM Management sold out of World Kinect Corp (WKC) in Q4 2023, closing a stake of 30,000 shares — an estimated $673K sold.

CM Management first reported a position in WKC in Q1 2023 and held it in 3 quarters. The position peaked at $1.28M in Q1 2023. 233 funds tracked by Wall St. Rank hold WKC as of Q4 2023.

  • CM Management reported no remaining World Kinect Corp position as of Q4 2023 after selling out during the quarter.
  • CM Management sold 30,000 World Kinect Corp shares in Q4 2023, an estimated $673K.
  • CM Management first reported a position in World Kinect Corp in Q1 2023 and held it in 3 quarters.
  • CM Management's World Kinect Corp position peaked at $1.28M in Q1 2023.
  • 233 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2023.

Based on CM Management's 13F filing for Q4 2023, filed 12 Feb 2024.