EP
KIE icon

Eudaimonia Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Eudaimonia Partners’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,805
Closed -$140K – 913
2021
Q1 		$140K Hold
3,805
– – 0.03% 401
2020
Q4 		$128K Hold
3,805
– – 0.03% 397
2020
Q3 		$107K Hold
3,805
– – 0.03% 395
2020
Q2 		$104K Hold
3,805
– – 0.04% 346
2020
Q1 		$95K Sell
3,805
-2,100
-36% -$68.5K 0.04% 337
2019
Q4 		$209K Buy
+5,905
New +$206K 0.08% 226

Other funds holding KIE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return