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Medina Value Partners’s World Kinect Corp WKC Stock Holding History

Medina Value Partners’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-227,245
Closed -$5.1M – 20
2023
Q3 		$5.1M Buy
+227,245
New +$5.07M 3.29% 15

Other funds holding WKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Medina Value Partners's WKC Position: Q4 2023 in Review

Medina Value Partners sold out of World Kinect Corp (WKC) in Q4 2023, closing a stake of 227,245 shares — an estimated $5.1M sold.

Medina Value Partners first reported a position in WKC in Q3 2023 and held it in 1 quarter. The position peaked at $5.1M in Q3 2023. 233 funds tracked by Wall St. Rank hold WKC as of Q4 2023.

  • Medina Value Partners reported no remaining World Kinect Corp position as of Q4 2023 after selling out during the quarter.
  • Medina Value Partners sold 227,245 World Kinect Corp shares in Q4 2023, an estimated $5.1M.
  • Medina Value Partners first reported a position in World Kinect Corp in Q3 2023 and held it in 1 quarter.
  • Medina Value Partners's World Kinect Corp position peaked at $5.1M in Q3 2023.
  • 233 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2023.

Based on Medina Value Partners's 13F filing for Q4 2023, filed 14 Feb 2024.