JG
KKD

Joel Greenblatt’s KRISPY KREME DOUGHNUTS INC KKD Stock Holding History

Joel Greenblatt’s Portfolio KKD Stock Details KKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-49,098
Closed -$718K – 1105
2015
Q3 		$718K Buy
+49,098
New +$861K 0.01% 669

Other funds holding KKD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Joel Greenblatt's KKD Position: Q4 2015 in Review

Joel Greenblatt sold out of KRISPY KREME DOUGHNUTS INC (KKD) in Q4 2015, closing a stake of 49,098 shares — an estimated $718K sold.

Joel Greenblatt first reported a position in KKD in Q3 2015 and held it in 1 quarter. The position peaked at $718K in Q3 2015. 151 funds tracked by Wall St. Rank hold KKD as of Q4 2015.

  • Joel Greenblatt reported no remaining KRISPY KREME DOUGHNUTS INC position as of Q4 2015 after selling out during the quarter.
  • Joel Greenblatt sold 49,098 KRISPY KREME DOUGHNUTS INC shares in Q4 2015, an estimated $718K.
  • Joel Greenblatt first reported a position in KRISPY KREME DOUGHNUTS INC in Q3 2015 and held it in 1 quarter.
  • Joel Greenblatt's KRISPY KREME DOUGHNUTS INC position peaked at $718K in Q3 2015.
  • 151 funds tracked by Wall St. Rank held KRISPY KREME DOUGHNUTS INC as of Q4 2015.

Based on Gotham Asset Management's 13F filing for Q4 2015, filed 16 Feb 2016.