Ellevest Inc’s Krispy Kreme DNUT Stock Holding History

Ellevest Inc’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 Q1	–	Sell	-245	Closed	-$2.53K	–	1939
2022 Q4	$2.53K	Hold	245	–	–	﹤0.01%	1342
2022 Q3	$3K	Buy	+245	New	+$3.23K	﹤0.01%	1265

Other funds holding DNUT

BCP

BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

BOTOTLSJU

Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 1-Year Est. Return

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

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

Ellevest Inc's DNUT Position: Q1 2023 in Review

Ellevest Inc sold out of Krispy Kreme (DNUT) in Q1 2023, closing a stake of 245 shares — an estimated $2.53K sold.

Ellevest Inc first reported a position in DNUT in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 141 funds tracked by Wall St. Rank hold DNUT as of Q1 2023.

Ellevest Inc reported no remaining Krispy Kreme position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 245 Krispy Kreme shares in Q1 2023, an estimated $2.53K.
Ellevest Inc first reported a position in Krispy Kreme in Q3 2022 and held it in 2 quarters.
Ellevest Inc's Krispy Kreme position peaked at $3K in Q3 2022.
141 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.