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Fernwood Investment Management’s Kenvue KVUE Stock Holding History

Fernwood Investment Management’s Portfolio KVUE Stock Details KVUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$495K Sell
23,204
-590
-2% -$13.4K 0.17% 109
2024
Q3 		$550K Sell
23,794
-2,512
-10% -$52K 0.18% 109
2024
Q2 		$478K Sell
26,306
-21,525
-45% -$417K 0.15% 124
2024
Q1 		$1.03M Buy
47,831
+73
+0.2% +$1.48K 0.3% 78
2023
Q4 		$1.03M Buy
47,758
+449
+0.9% +$8.99K 0.34% 77
2023
Q3 		$950K Buy
+47,309
New +$1.1M 0.34% 79

Other funds holding KVUE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fernwood Investment Management's KVUE Position: Q4 2024 in Review

Fernwood Investment Management reduced its Kenvue (KVUE) stake by 2.5% in Q4 2024, selling an estimated $13.4K and leaving 23,204 shares worth $495K. The position accounts for 0.17% of the portfolio, ranked #109.

Fernwood Investment Management first reported a position in KVUE in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2023. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

  • Fernwood Investment Management held 23,204 shares of Kenvue worth $495K as of Q4 2024.
  • Fernwood Investment Management sold 590 Kenvue shares in Q4 2024, an estimated $13.4K.
  • Kenvue made up 0.17% of Fernwood Investment Management's portfolio in Q4 2024, its #109 holding.
  • Fernwood Investment Management first reported a position in Kenvue in Q3 2023 and has held it in 6 quarters since.
  • Fernwood Investment Management's Kenvue position peaked at $1.03M in Q4 2023.
  • 1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.