CI
K

Cavalier Investments’s Kellanova K Stock Holding History

Cavalier Investments’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
2019
Q1 		– Sell
-1,577
Closed -$84K – 145
2018
Q4 		$84K Buy
+1,577
New +$95.2K 0.03% 156
2018
Q2 		– Sell
-1,438
Closed -$88K – 179
2018
Q1 		$88K Buy
+1,438
New +$90.7K 0.03% 156

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cavalier Investments's K Position: Q1 2019 in Review

Cavalier Investments sold out of Kellanova (K) in Q1 2019, closing a stake of 1,577 shares — an estimated $84K sold.

Cavalier Investments first reported a position in K in Q1 2018 and held it in 2 quarters. The position peaked at $88K in Q1 2018. 715 funds tracked by Wall St. Rank hold K as of Q1 2019.

  • Cavalier Investments reported no remaining Kellanova position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 1,577 Kellanova shares in Q1 2019, an estimated $84K.
  • Cavalier Investments first reported a position in Kellanova in Q1 2018 and held it in 2 quarters.
  • Cavalier Investments's Kellanova position peaked at $88K in Q1 2018.
  • 715 funds tracked by Wall St. Rank held Kellanova as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.