Telemark Asset Management’s Knight Transportation KNX Stock Holding History

Telemark Asset Management’s Portfolio KNX Stock Details KNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-540,000	Closed	-$22M	–	59
2020 Q3	$22M	Buy	540,000 +100,000	+23%	+$4.39M	2.66%	12
2020 Q2	$18.4M	Buy	+440,000	New	+$16.8M	2.91%	7
2019 Q4	–	Sell	-200,000	Closed	-$7.26M	–	52
2019 Q3	$7.26M	Buy	+200,000	New	+$6.95M	1.14%	28

Other funds holding KNX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Telemark Asset Management's KNX Position: Q4 2020 in Review

Telemark Asset Management sold out of Knight Transportation (KNX) in Q4 2020, closing a stake of 540,000 shares — an estimated $22M sold.

Telemark Asset Management first reported a position in KNX in Q3 2019 and held it in 3 quarters. The position peaked at $22M in Q3 2020. 413 funds tracked by Wall St. Rank hold KNX as of Q4 2020.

Telemark Asset Management reported no remaining Knight Transportation position as of Q4 2020 after selling out during the quarter.
Telemark Asset Management sold 540,000 Knight Transportation shares in Q4 2020, an estimated $22M.
Telemark Asset Management first reported a position in Knight Transportation in Q3 2019 and held it in 3 quarters.
Telemark Asset Management's Knight Transportation position peaked at $22M in Q3 2020.
413 funds tracked by Wall St. Rank held Knight Transportation as of Q4 2020.

Based on Telemark Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.