Sit Investment Associates’s World Kinect Corp WKC Stock Holding History

Sit Investment Associates’s Portfolio WKC Stock Details WKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-19,525	Closed	-$445K	–	548
2023 Q4	$445K	Hold	19,525	–	–	0.01%	422
2023 Q3	$438K	Sell	19,525 -12,575	-39%	-$280K	0.01%	409
2023 Q2	$664K	Hold	32,100	–	–	0.02%	390
2023 Q1	$820K	Sell	32,100 -1,100	-3%	-$29.9K	0.02%	370
2022 Q4	$907K	Hold	33,200	–	–	0.03%	360
2022 Q3	$778K	Hold	33,200	–	–	0.02%	353
2022 Q2	$679K	Sell	33,200 -54,375	-62%	-$1.33M	0.02%	360
2022 Q1	$2.37M	Hold	87,575	–	–	0.06%	276
2021 Q4	$2.32M	Buy	87,575 +29,725	+51%	+$848K	0.05%	291
2021 Q3	$1.95M	Hold	57,850	–	–	0.05%	298
2021 Q2	$1.84M	Buy	57,850 +12,675	+28%	+$421K	0.05%	309
2021 Q1	$1.59M	Buy	+45,175	New	+$1.53M	0.04%	322

Other funds holding WKC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sit Investment Associates's WKC Position: Q1 2024 in Review

Sit Investment Associates sold out of World Kinect Corp (WKC) in Q1 2024, closing a stake of 19,525 shares — an estimated $445K sold.

Sit Investment Associates first reported a position in WKC in Q1 2021 and held it in 12 quarters. The position peaked at $2.37M in Q1 2022. 231 funds tracked by Wall St. Rank hold WKC as of Q1 2024.

Sit Investment Associates reported no remaining World Kinect Corp position as of Q1 2024 after selling out during the quarter.
Sit Investment Associates sold 19,525 World Kinect Corp shares in Q1 2024, an estimated $445K.
Sit Investment Associates first reported a position in World Kinect Corp in Q1 2021 and held it in 12 quarters.
Sit Investment Associates's World Kinect Corp position peaked at $2.37M in Q1 2022.
231 funds tracked by Wall St. Rank held World Kinect Corp as of Q1 2024.

Based on Sit Investment Associates's 13F filing for Q1 2024, filed 14 May 2024.