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Mark Sheptoff Financial Planning’s Kearny Financial KRNY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KRNY Stock Details KRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-400
Closed -$5K – 406
2021
Q2 		$5K Sell
400
-1,000
-71% -$12.6K ﹤0.01% 363
2021
Q1 		$17K Buy
+1,400
New +$16.1K 0.01% 249
2016
Q1 		– Sell
-24,400
Closed -$309K – 377
2015
Q4 		$309K Buy
24,400
+9,000
+58% +$110K 0.25% 76
2015
Q3 		$177K Buy
+15,400
New +$176K 0.16% 98

Other funds holding KRNY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's KRNY Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Kearny Financial (KRNY) in Q3 2021, closing a stake of 400 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in KRNY in Q3 2015 and held it in 4 quarters. The position peaked at $309K in Q4 2015. 128 funds tracked by Wall St. Rank hold KRNY as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Kearny Financial position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Kearny Financial shares in Q3 2021, an estimated $5K.
  • Mark Sheptoff Financial Planning first reported a position in Kearny Financial in Q3 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Kearny Financial position peaked at $309K in Q4 2015.
  • 128 funds tracked by Wall St. Rank held Kearny Financial as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.