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Keener Financial Planning’s New York Times NYT Stock Holding History

Keener Financial Planning’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-91
Closed -$4K – 206
2023
Q4 		$4K Buy
+91
New +$4.01K ﹤0.01% 169

Other funds holding NYT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Keener Financial Planning's NYT Position: Q1 2024 in Review

Keener Financial Planning sold out of New York Times (NYT) in Q1 2024, closing a stake of 91 shares — an estimated $4K sold.

Keener Financial Planning first reported a position in NYT in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 413 funds tracked by Wall St. Rank hold NYT as of Q1 2024.

  • Keener Financial Planning reported no remaining New York Times position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 91 New York Times shares in Q1 2024, an estimated $4K.
  • Keener Financial Planning first reported a position in New York Times in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's New York Times position peaked at $4K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held New York Times as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.