Creative Planning
KINS icon

Creative Planning’s Kingstone Companies KINS Stock Holding History

Creative Planning’s Portfolio KINS Stock Details KINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,072
Closed -$79K – 2170
2021
Q2 		$79K Hold
10,072
– – ﹤0.01% 1897
2021
Q1 		$86K Hold
10,072
– – ﹤0.01% 2273
2020
Q4 		$67K Hold
10,072
– – ﹤0.01% 2074
2020
Q3 		$59K Buy
+10,072
New +$56.5K ﹤0.01% 1891
2017
Q3 		– Sell
-1,371
Closed -$21K – 2856
2017
Q2 		$21K Buy
1,371
+366
+36% +$5.54K ﹤0.01% 3156
2017
Q1 		$16K Buy
+1,005
New +$13.8K ﹤0.01% 3278

Other funds holding KINS

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Creative Planning's KINS Position: Q3 2021 in Review

Creative Planning sold out of Kingstone Companies (KINS) in Q3 2021, closing a stake of 10,072 shares — an estimated $79K sold.

Creative Planning first reported a position in KINS in Q1 2017 and held it in 6 quarters. The position peaked at $86K in Q1 2021. 25 funds tracked by Wall St. Rank hold KINS as of Q3 2021.

  • Creative Planning reported no remaining Kingstone Companies position as of Q3 2021 after selling out during the quarter.
  • Creative Planning sold 10,072 Kingstone Companies shares in Q3 2021, an estimated $79K.
  • Creative Planning first reported a position in Kingstone Companies in Q1 2017 and held it in 6 quarters.
  • Creative Planning's Kingstone Companies position peaked at $86K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Kingstone Companies as of Q3 2021.

Based on Creative Planning's 13F filing for Q3 2021, filed 10 Nov 2021.