EWM
KN icon

Elmwood Wealth Management’s Knowles KN Stock Holding History

Elmwood Wealth Management’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
2021
Q2 		$16K Hold
800
– – 0.01% 233
2021
Q1 		$17K Buy
+800
New +$16.3K 0.01% 224

Other funds holding KN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Elmwood Wealth Management's KN Position: Q2 2021 in Review

Elmwood Wealth Management held its Knowles (KN) position steady in Q2 2021 at 800 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #233.

Elmwood Wealth Management first reported a position in KN in Q1 2021 and has held it in 2 quarters since. The position peaked at $17K in Q1 2021. 227 funds tracked by Wall St. Rank hold KN as of Q2 2021.

  • Elmwood Wealth Management held 800 shares of Knowles worth $16K as of Q2 2021.
  • Elmwood Wealth Management left its Knowles share count unchanged in Q2 2021.
  • Knowles made up 0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #233 holding.
  • Elmwood Wealth Management first reported a position in Knowles in Q1 2021 and has held it in 2 quarters since.
  • Elmwood Wealth Management's Knowles position peaked at $17K in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Knowles as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.