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Rockbridge Investment Management’s Knife River KNF Stock Holding History

Rockbridge Investment Management’s Portfolio KNF Stock Details KNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-51
Closed -$3.38K – 393
2023
Q4 		$3.38K Buy
+51
New +$2.9K ﹤0.01% 509

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockbridge Investment Management's KNF Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Knife River (KNF) in Q1 2024, closing a stake of 51 shares — an estimated $3.38K sold.

Rockbridge Investment Management first reported a position in KNF in Q4 2023 and held it in 1 quarter. The position peaked at $3.38K in Q4 2023. 383 funds tracked by Wall St. Rank hold KNF as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Knife River position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 51 Knife River shares in Q1 2024, an estimated $3.38K.
  • Rockbridge Investment Management first reported a position in Knife River in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Knife River position peaked at $3.38K in Q4 2023.
  • 383 funds tracked by Wall St. Rank held Knife River as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.