AAS
K

Ameritas Advisory Services’s Kellanova K Stock Holding History

Ameritas Advisory Services’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,524
Closed -$688K – 903
2024
Q3 		$688K Buy
+8,524
New +$607K 0.03% 470
2024
Q1 		– Sell
-4,995
Closed -$279K – 898
2023
Q4 		$279K Sell
4,995
-268
-5% -$14K 0.02% 565
2023
Q3 		$294K Buy
+5,263
New +$313K 0.01% 637
2023
Q2 		– Sell
-5,533
Closed -$351K – 1626
2023
Q1 		$351K Sell
5,533
-290
-5% -$18.3K 0.02% 596
2022
Q4 		$390K Buy
5,823
+479
+9% +$32.5K 0.02% 615
2022
Q3 		$350K Buy
5,344
+611
+13% +$42K 0.02% 537
2022
Q2 		$317K Buy
4,733
+205
+5% +$13.3K 0.02% 596
2022
Q1 		$274K Buy
+4,528
New +$272K 0.01% 690

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Ameritas Advisory Services's K Position: Q4 2024 in Review

Ameritas Advisory Services sold out of Kellanova (K) in Q4 2024, closing a stake of 8,524 shares — an estimated $688K sold.

Ameritas Advisory Services first reported a position in K in Q1 2022 and held it in 8 quarters. The position peaked at $688K in Q3 2024. 947 funds tracked by Wall St. Rank hold K as of Q4 2024.

  • Ameritas Advisory Services reported no remaining Kellanova position as of Q4 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 8,524 Kellanova shares in Q4 2024, an estimated $688K.
  • Ameritas Advisory Services first reported a position in Kellanova in Q1 2022 and held it in 8 quarters.
  • Ameritas Advisory Services's Kellanova position peaked at $688K in Q3 2024.
  • 947 funds tracked by Wall St. Rank held Kellanova as of Q4 2024.

Based on Ameritas Advisory Services's 13F filing for Q4 2024, filed 15 Jan 2025.