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Kaizen Financial Strategies’s Kenvue KVUE Stock Holding History

Kaizen Financial Strategies’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 		– Sell
-10,900
Closed -$219K – 125
2023
Q3 		$219K Buy
+10,900
New +$252K 0.19% 96

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Financial Strategies's KVUE Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Kenvue (KVUE) in Q4 2023, closing a stake of 10,900 shares — an estimated $219K sold.

Kaizen Financial Strategies first reported a position in KVUE in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 983 funds tracked by Wall St. Rank hold KVUE as of Q4 2023.

  • Kaizen Financial Strategies reported no remaining Kenvue position as of Q4 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 10,900 Kenvue shares in Q4 2023, an estimated $219K.
  • Kaizen Financial Strategies first reported a position in Kenvue in Q3 2023 and held it in 1 quarter.
  • Kaizen Financial Strategies's Kenvue position peaked at $219K in Q3 2023.
  • 983 funds tracked by Wall St. Rank held Kenvue as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.