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KB Financial Partners’s Winmark WINA Stock Holding History

KB Financial Partners’s Portfolio WINA Stock Details WINA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
9
+4
+80% +$1.45K ﹤0.01% 478
2023
Q2 		$2K Hold
5
– – ﹤0.01% 579
2023
Q1 		$2K Buy
+5
New +$1.4K ﹤0.01% 565

Other funds holding WINA

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KB Financial Partners's WINA Position: Q3 2023 in Review

KB Financial Partners increased its Winmark (WINA) stake by 80% in Q3 2023, buying an estimated $1.45K and bringing the position to 9 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

KB Financial Partners first reported a position in WINA in Q1 2023 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold WINA as of Q3 2023.

  • KB Financial Partners held 9 shares of Winmark worth $3K as of Q3 2023.
  • KB Financial Partners bought 4 Winmark shares in Q3 2023, an estimated $1.45K.
  • Winmark made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #478 holding.
  • KB Financial Partners first reported a position in Winmark in Q1 2023 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Winmark as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.