Berman Capital Advisors’s Kellanova K Stock Holding History

Berman Capital Advisors’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
2021 Q3	$87K	Buy	1,461 +918	+169%	+$55K	0.01%	482
2021 Q2	$32K	Sell	543 -35	-6%	-$2.13K	0.01%	748
2021 Q1	$33K	Sell	578 -8	-1%	-$447	0.01%	620
2020 Q4	$34K	Buy	586 +45	+8%	+$2.71K	0.01%	509
2020 Q3	$32K	Buy	541 +103	+24%	+$6.53K	0.01%	465
2020 Q2	$26K	Buy	438 +24	+6%	+$1.45K	0.01%	474
2020 Q1	$21K	Buy	414 +88	+27%	+$5.4K	0.01%	479
2019 Q4	$21K	Hold	326	–	–	0.01%	521
2019 Q3	$19K	Buy	326 +166	+104%	+$9.49K	0.01%	523
2019 Q2	$8K	Buy	160 +144	+900%	+$7.65K	﹤0.01%	813
2019 Q1	$0	Sell	16 -100	-86%	-$5.34K	﹤0.01%	1404
2018 Q4	$6K	Buy	+116	New	+$7K	﹤0.01%	628

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

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

Berman Capital Advisors's K Position: Q3 2021 in Review

Berman Capital Advisors increased its Kellanova (K) stake by 169% in Q3 2021, buying an estimated $55K and bringing the position to 1,461 shares worth $87K. The position accounts for 0.01% of the portfolio, ranked #482.

Berman Capital Advisors first reported a position in K in Q4 2018 and has held it in 12 quarters since. 808 funds tracked by Wall St. Rank hold K as of Q3 2021.

Berman Capital Advisors held 1,461 shares of Kellanova worth $87K as of Q3 2021.
Berman Capital Advisors bought 918 Kellanova shares in Q3 2021, an estimated $55K.
Kellanova made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #482 holding.
Berman Capital Advisors first reported a position in Kellanova in Q4 2018 and has held it in 12 quarters since.
808 funds tracked by Wall St. Rank held Kellanova as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.