New York Life Investment Management’s World Kinect Corp WKC Stock Holding History

New York Life Investment Management’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
2024 Q2	–	Sell	-13,757	Closed	-$364K	–	1327
2024 Q1	$364K	Buy	13,757 +136	+1%	+$3.23K	﹤0.01%	1122
2023 Q4	$310K	Sell	13,621 -314	-2%	-$6.6K	﹤0.01%	1193
2023 Q3	$313K	Sell	13,935 -2,195	-14%	-$48.9K	﹤0.01%	1117
2023 Q2	$334K	Sell	16,130 -2,812	-15%	-$67K	﹤0.01%	1201
2023 Q1	$484K	Sell	18,942 -2,035	-10%	-$55.4K	0.01%	821
2022 Q4	$573K	Buy	20,977 +2,363	+13%	+$63.5K	0.01%	808
2022 Q3	$436K	Buy	18,614 +1,368	+8%	+$33.9K	0.01%	858
2022 Q2	$353K	Buy	+17,246	New	+$423K	﹤0.01%	1082

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York Life Investment Management's WKC Position: Q2 2024 in Review

New York Life Investment Management sold out of World Kinect Corp (WKC) in Q2 2024, closing a stake of 13,757 shares — an estimated $364K sold.

New York Life Investment Management first reported a position in WKC in Q2 2022 and held it in 8 quarters. The position peaked at $573K in Q4 2022. 229 funds tracked by Wall St. Rank hold WKC as of Q2 2024.

New York Life Investment Management reported no remaining World Kinect Corp position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 13,757 World Kinect Corp shares in Q2 2024, an estimated $364K.
New York Life Investment Management first reported a position in World Kinect Corp in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's World Kinect Corp position peaked at $573K in Q4 2022.
229 funds tracked by Wall St. Rank held World Kinect Corp as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.