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Simplicity Solutions’s Kearny Financial KRNY Stock Holding History

Simplicity Solutions’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
2023
Q4 		$131K Sell
14,619
-213
-1% -$1.65K ﹤0.01% 998
2023
Q3 		$103K Sell
14,832
-3,542
-19% -$26.9K ﹤0.01% 941
2023
Q2 		$130K Sell
18,374
-1,258
-6% -$9.33K ﹤0.01% 992
2023
Q1 		$159K Buy
+19,632
New +$188K ﹤0.01% 1036

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Simplicity Solutions's KRNY Position: Q4 2023 in Review

Simplicity Solutions reduced its Kearny Financial (KRNY) stake by 1.4% in Q4 2023, selling an estimated $1.65K and leaving 14,619 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Simplicity Solutions first reported a position in KRNY in Q1 2023 and has held it in 4 quarters since. The position peaked at $159K in Q1 2023. 117 funds tracked by Wall St. Rank hold KRNY as of Q4 2023.

  • Simplicity Solutions held 14,619 shares of Kearny Financial worth $131K as of Q4 2023.
  • Simplicity Solutions sold 213 Kearny Financial shares in Q4 2023, an estimated $1.65K.
  • Kearny Financial made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #998 holding.
  • Simplicity Solutions first reported a position in Kearny Financial in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's Kearny Financial position peaked at $159K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Kearny Financial as of Q4 2023.

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