JWM
K

Jackson Wealth Management’s Kellanova K Stock Holding History

Jackson Wealth Management’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
2020
Q4 		– Sell
-28,071
Closed -$1.7M – 135
2020
Q3 		$1.7M Buy
28,071
+3,061
+12% +$194K 0.26% 81
2020
Q2 		$1.55M Buy
25,010
+2,480
+11% +$150K 0.28% 79
2020
Q1 		$1.34M Buy
+22,530
New +$1.38M 0.28% 71

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Wealth Management's K Position: Q4 2020 in Review

Jackson Wealth Management sold out of Kellanova (K) in Q4 2020, closing a stake of 28,071 shares — an estimated $1.7M sold.

Jackson Wealth Management first reported a position in K in Q1 2020 and held it in 3 quarters. The position peaked at $1.7M in Q3 2020. 811 funds tracked by Wall St. Rank hold K as of Q4 2020.

  • Jackson Wealth Management reported no remaining Kellanova position as of Q4 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 28,071 Kellanova shares in Q4 2020, an estimated $1.7M.
  • Jackson Wealth Management first reported a position in Kellanova in Q1 2020 and held it in 3 quarters.
  • Jackson Wealth Management's Kellanova position peaked at $1.7M in Q3 2020.
  • 811 funds tracked by Wall St. Rank held Kellanova as of Q4 2020.

Based on Jackson Wealth Management's 13F filing for Q4 2020, filed 2 Feb 2021.