Sugarloaf Wealth Management’s Kinsale Capital Group KNSL Stock Holding History

Sugarloaf Wealth Management’s Portfolio KNSL Stock Details KNSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5	Closed	-$2K	–	827
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	717
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	744
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	684
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	716
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	727
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	719
2021 Q1	$1	Hold	5	–	–	﹤0.01%	713
2020 Q4	$1K	Buy	+5	New	+$1.1K	﹤0.01%	680

Other funds holding KNSL

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's KNSL Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Kinsale Capital Group (KNSL) in Q4 2022, closing a stake of 5 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in KNSL in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 385 funds tracked by Wall St. Rank hold KNSL as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Kinsale Capital Group position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 5 Kinsale Capital Group shares in Q4 2022, an estimated $2K.
Sugarloaf Wealth Management first reported a position in Kinsale Capital Group in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Kinsale Capital Group position peaked at $2K in Q3 2022.
385 funds tracked by Wall St. Rank held Kinsale Capital Group as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.