GFS
K

GYL Financial Synergies’s Kellanova K Stock Holding History

GYL Financial Synergies’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
2023
Q2 		– Sell
-32,157
Closed -$2.02M – 348
2023
Q1 		$2.02M Buy
+32,157
New +$2.03M 0.24% 86

Other funds holding K

WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GYL Financial Synergies's K Position: Q2 2023 in Review

GYL Financial Synergies sold out of Kellanova (K) in Q2 2023, closing a stake of 32,157 shares — an estimated $2.02M sold.

GYL Financial Synergies first reported a position in K in Q1 2023 and held it in 1 quarter. The position peaked at $2.02M in Q1 2023. 904 funds tracked by Wall St. Rank hold K as of Q2 2023.

  • GYL Financial Synergies reported no remaining Kellanova position as of Q2 2023 after selling out during the quarter.
  • GYL Financial Synergies sold 32,157 Kellanova shares in Q2 2023, an estimated $2.02M.
  • GYL Financial Synergies first reported a position in Kellanova in Q1 2023 and held it in 1 quarter.
  • GYL Financial Synergies's Kellanova position peaked at $2.02M in Q1 2023.
  • 904 funds tracked by Wall St. Rank held Kellanova as of Q2 2023.

Based on GYL Financial Synergies's 13F filing for Q2 2023, filed 14 Aug 2023.