Simplicity Solutions’s Knife River KNF Stock Holding History

Simplicity Solutions’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
2023 Q4	$718K	Sell	10,842 -1,634	-13%	-$93K	0.02%	548
2023 Q3	$609K	Buy	12,476 +556	+5%	+$26.4K	0.02%	545
2023 Q2	$519K	Buy	+11,920	New	+$506K	0.01%	651

Other funds holding KNF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Simplicity Solutions's KNF Position: Q4 2023 in Review

Simplicity Solutions reduced its Knife River (KNF) stake by 13% in Q4 2023, selling an estimated $93K and leaving 10,842 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #548.

Simplicity Solutions first reported a position in KNF in Q2 2023 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold KNF as of Q4 2023.

Simplicity Solutions held 10,842 shares of Knife River worth $718K as of Q4 2023.
Simplicity Solutions sold 1,634 Knife River shares in Q4 2023, an estimated $93K.
Knife River made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #548 holding.
Simplicity Solutions first reported a position in Knife River in Q2 2023 and has held it in 3 quarters since.
353 funds tracked by Wall St. Rank held Knife River as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.