GW & Wade’s Kenvue KVUE Stock Holding History

GW & Wade’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
2023 Q4	$1.41M	Buy	65,266 +2,078	+3%	+$41.6K	0.05%	194
2023 Q3	$1.27M	Buy	+63,188	New	+$1.46M	0.05%	194

Other funds holding KVUE

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GW & Wade's KVUE Position: Q4 2023 in Review

GW & Wade increased its Kenvue (KVUE) stake by 3.3% in Q4 2023, buying an estimated $41.6K and bringing the position to 65,266 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #194.

GW & Wade first reported a position in KVUE in Q3 2023 and has held it in 2 quarters since. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

GW & Wade held 65,266 shares of Kenvue worth $1.41M as of Q4 2023.
GW & Wade bought 2,078 Kenvue shares in Q4 2023, an estimated $41.6K.
Kenvue made up 0.05% of GW & Wade's portfolio in Q4 2023, its #194 holding.
GW & Wade first reported a position in Kenvue in Q3 2023 and has held it in 2 quarters since.
983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.