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Stockman Wealth Management’s Knife River KNF Stock Holding History

Stockman Wealth Management’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
Q3 		– Sell
-61,356
Closed -$2.67M – 194
2023
Q2 		$2.67M Buy
+61,356
New +$2.6M 0.57% 45

Other funds holding KNF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Stockman Wealth Management's KNF Position: Q3 2023 in Review

Stockman Wealth Management sold out of Knife River (KNF) in Q3 2023, closing a stake of 61,356 shares — an estimated $2.67M sold.

Stockman Wealth Management first reported a position in KNF in Q2 2023 and held it in 1 quarter. The position peaked at $2.67M in Q2 2023. 308 funds tracked by Wall St. Rank hold KNF as of Q3 2023.

  • Stockman Wealth Management reported no remaining Knife River position as of Q3 2023 after selling out during the quarter.
  • Stockman Wealth Management sold 61,356 Knife River shares in Q3 2023, an estimated $2.67M.
  • Stockman Wealth Management first reported a position in Knife River in Q2 2023 and held it in 1 quarter.
  • Stockman Wealth Management's Knife River position peaked at $2.67M in Q2 2023.
  • 308 funds tracked by Wall St. Rank held Knife River as of Q3 2023.

Based on Stockman Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.