Shepherd Kaplan Krochuk’s Kearny Financial KRNY Stock Holding History

Shepherd Kaplan Krochuk’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
2022 Q4	–	Sell	-19,000	Closed	-$202K	–	107
2022 Q3	$202K	Sell	19,000 -4,000	-17%	-$46K	0.1%	120
2022 Q2	$256K	Sell	23,000 -4,000	-15%	-$47.9K	0.11%	139
2022 Q1	$348K	Sell	27,000 -3,000	-10%	-$39.8K	0.13%	120
2021 Q4	$398K	Sell	30,000 -3,000	-9%	-$39.4K	0.15%	112
2021 Q3	$410K	Sell	33,000 -997	-3%	-$12.3K	0.15%	107
2021 Q2	$406K	Hold	33,997	–	–	0.15%	106
2021 Q1	$411K	Sell	33,997 -2,303	-6%	-$26.5K	0.16%	100
2020 Q4	$383K	Sell	36,300 -20,500	-36%	-$194K	0.15%	111
2020 Q3	$410K	Buy	56,800 +9,800	+21%	+$75.3K	0.19%	94
2020 Q2	$384K	Buy	47,000 +8,500	+22%	+$71.2K	0.19%	103
2020 Q1	$331K	Sell	38,500 -9,500	-20%	-$109K	0.6%	65
2019 Q4	$664K	Sell	48,000 -10,000	-17%	-$138K	0.54%	57
2019 Q3	$756K	Hold	58,000	–	–	0.65%	54
2019 Q2	$771K	Sell	58,000 -16,242	-22%	-$218K	0.64%	54
2019 Q1	$955K	Sell	74,242 -1,622	-2%	-$21.3K	0.69%	45
2018 Q4	$973K	Buy	75,864 +2,500	+3%	+$32.5K	0.79%	38
2018 Q3	$1.02M	Buy	73,364 +7,167	+11%	+$98.5K	0.59%	49
2018 Q2	$890K	Buy	66,197 +9,248	+16%	+$129K	0.62%	47
2018 Q1	$740K	Buy	56,949 +41,049	+258%	+$556K	0.52%	66
2017 Q4	$230K	Buy	+15,900	New	+$236K	0.16%	173
2016 Q1	–	Sell	-35,735	Closed	-$453K	–	334
2015 Q4	$453K	Sell	35,735 -10,535	-23%	-$128K	0.13%	125
2015 Q3	$531K	Sell	46,270 -2,230	-5%	-$25.5K	0.15%	113
2015 Q2	$541K	Buy	+48,500	New	+$506K	0.1%	167

Other funds holding KRNY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return