Shepherd Kaplan Krochuk’s Whole Earth Brands, Inc. Class A Common Stock FREE Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio FREE Stock Details FREE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-10,000	Closed	-$38K	–	143
2022 Q3	$38K	Hold	10,000	–	–	0.02%	139
2022 Q2	$62K	Hold	10,000	–	–	0.03%	181
2022 Q1	$72K	Hold	10,000	–	–	0.03%	185
2021 Q4	$107K	Hold	10,000	–	–	0.04%	182
2021 Q3	$116K	Sell	10,000 -1,500	-13%	-$18.8K	0.04%	180
2021 Q2	$167K	Hold	11,500	–	–	0.06%	175
2021 Q1	$150K	Hold	11,500	–	–	0.06%	171
2020 Q4	$125K	Sell	11,500 -1,500	-12%	-$13.7K	0.05%	175
2020 Q3	$108K	Buy	+13,000	New	+$102K	0.05%	170

Other funds holding FREE

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

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

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Steel Partners Holdings New York $96.4M AUM

Ionic Capital Management New York $119M AUM 48.26% 1-Year Est. Return