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Disciplined Investments’s Krispy Kreme DNUT Stock Holding History

Disciplined Investments’s Portfolio DNUT Stock Details DNUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$74 – 495
2023
Q2 		$74 Buy
5
+4
+400% +$60 ﹤0.01% 1634
2023
Q1 		$16 Buy
+1
New +$13 ﹤0.01% 1676

Other funds holding DNUT

BAMCO Inc
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Investments's DNUT Position: Q3 2023 in Review

Disciplined Investments sold out of Krispy Kreme (DNUT) in Q3 2023, closing a stake of 5 shares — an estimated $74 sold.

Disciplined Investments first reported a position in DNUT in Q1 2023 and held it in 2 quarters. The position peaked at $74 in Q2 2023. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

  • Disciplined Investments reported no remaining Krispy Kreme position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Krispy Kreme shares in Q3 2023, an estimated $74.
  • Disciplined Investments first reported a position in Krispy Kreme in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Krispy Kreme position peaked at $74 in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.