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Jeppson Wealth Management’s Kite Realty KRG Stock Holding History

Jeppson Wealth Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-600
Closed -$7K – 298
2020
Q3 		$7K Buy
+600
New +$6.6K 0.01% 424

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jeppson Wealth Management's KRG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Kite Realty (KRG) in Q4 2020, closing a stake of 600 shares — an estimated $7K sold.

Jeppson Wealth Management first reported a position in KRG in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 180 funds tracked by Wall St. Rank hold KRG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Kite Realty position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 600 Kite Realty shares in Q4 2020, an estimated $7K.
  • Jeppson Wealth Management first reported a position in Kite Realty in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Kite Realty position peaked at $7K in Q3 2020.
  • 180 funds tracked by Wall St. Rank held Kite Realty as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.