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Gilliland Jeter Wealth Management’s Knife River KNF Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-221
Closed -$15.5K – 686
2024
Q2 		$15.5K Hold
221
– – 0.01% 409
2024
Q1 		$17.9K Buy
+221
New +$15.5K 0.01% 381

Other funds holding KNF

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's KNF Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of Knife River (KNF) in Q3 2024, closing a stake of 221 shares — an estimated $15.5K sold.

Gilliland Jeter Wealth Management first reported a position in KNF in Q1 2024 and held it in 2 quarters. The position peaked at $17.9K in Q1 2024. 393 funds tracked by Wall St. Rank hold KNF as of Q3 2024.

  • Gilliland Jeter Wealth Management reported no remaining Knife River position as of Q3 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 221 Knife River shares in Q3 2024, an estimated $15.5K.
  • Gilliland Jeter Wealth Management first reported a position in Knife River in Q1 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Knife River position peaked at $17.9K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Knife River as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.