KFI
MODN

Key Financial Inc’s MODEL N, INC. MODN Stock Holding History

Key Financial Inc’s Portfolio MODN Stock Details MODN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-296
Closed -$10K – 1007
2021
Q3 		$10K Hold
296
– – 0.01% 588
2021
Q2 		$10K Hold
296
– – 0.01% 577
2021
Q1 		$10K Hold
296
– – 0.01% 494
2020
Q4 		$11K Buy
+296
New +$10.3K 0.01% 456

Other funds holding MODN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Key Financial Inc's MODN Position: Q4 2021 in Review

Key Financial Inc sold out of MODEL N, INC. (MODN) in Q4 2021, closing a stake of 296 shares — an estimated $10K sold.

Key Financial Inc first reported a position in MODN in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2020. 141 funds tracked by Wall St. Rank hold MODN as of Q4 2021.

  • Key Financial Inc reported no remaining MODEL N, INC. position as of Q4 2021 after selling out during the quarter.
  • Key Financial Inc sold 296 MODEL N, INC. shares in Q4 2021, an estimated $10K.
  • Key Financial Inc first reported a position in MODEL N, INC. in Q4 2020 and held it in 4 quarters.
  • Key Financial Inc's MODEL N, INC. position peaked at $11K in Q4 2020.
  • 141 funds tracked by Wall St. Rank held MODEL N, INC. as of Q4 2021.

Based on Key Financial Inc's 13F filing for Q4 2021, filed 19 Jan 2022.