Brandywine Global Investment Management’s Kenvue KVUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.9M Sell
901,880
-26,981
-3% -$565K 0.13% 172
2025
Q1
$22.3M Buy
928,861
+841,118
+959% +$20.2M 0.16% 154
2024
Q4
$1.87M Sell
87,743
-1,318,066
-94% -$28.1M 0.01% 480
2024
Q3
$30.4M Sell
1,405,809
-135,337
-9% -$2.92M 0.2% 120
2024
Q2
$28M Sell
1,541,146
-50,582
-3% -$920K 0.21% 118
2024
Q1
$34.2M Buy
1,591,728
+86,285
+6% +$1.85M 0.25% 103
2023
Q4
$32.4M Buy
1,505,443
+106,681
+8% +$2.3M 0.26% 106
2023
Q3
$28.1M Buy
+1,398,762
New +$28.1M 0.25% 110