Evermay Wealth Management’s Kratos Defense & Security Solutions KTOS Stock Holding History

Evermay Wealth Management’s Portfolio KTOS Stock Details KTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100	Closed	-$1.03K	–	571
2022 Q4	$1.03K	Hold	100	–	–	﹤0.01%	511
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	498
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	492
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	487
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	476
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	433
2021 Q2	$3K	Buy	+100	New	+$2.64K	﹤0.01%	470

Other funds holding KTOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evermay Wealth Management's KTOS Position: Q1 2023 in Review

Evermay Wealth Management sold out of Kratos Defense & Security Solutions (KTOS) in Q1 2023, closing a stake of 100 shares — an estimated $1.03K sold.

Evermay Wealth Management first reported a position in KTOS in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 244 funds tracked by Wall St. Rank hold KTOS as of Q1 2023.

Evermay Wealth Management reported no remaining Kratos Defense & Security Solutions position as of Q1 2023 after selling out during the quarter.
Evermay Wealth Management sold 100 Kratos Defense & Security Solutions shares in Q1 2023, an estimated $1.03K.
Evermay Wealth Management first reported a position in Kratos Defense & Security Solutions in Q2 2021 and held it in 7 quarters.
Evermay Wealth Management's Kratos Defense & Security Solutions position peaked at $3K in Q2 2021.
244 funds tracked by Wall St. Rank held Kratos Defense & Security Solutions as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.