KFS
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Kelly Financial Services’s Equinor EQNR Stock Holding History

Kelly Financial Services’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$262 – 792
2023
Q3 		$262 Hold
8
– – ﹤0.01% 716
2023
Q2 		$234 Hold
8
– – ﹤0.01% 680
2023
Q1 		$227 Hold
8
– – ﹤0.01% 655
2022
Q4 		$286 Hold
8
– – ﹤0.01% 629
2022
Q3 		$265 Buy
8
+4
+100% +$144 ﹤0.01% 642
2022
Q2 		$139 Buy
+4
New +$143 ﹤0.01% 652
2019
Q2 		– Sell
-102
Closed -$2.24K – 505
2019
Q1 		$2.24K Buy
+102
New +$2.3K ﹤0.01% 364

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Financial Services's EQNR Position: Q4 2023 in Review

Kelly Financial Services sold out of Equinor (EQNR) in Q4 2023, closing a stake of 8 shares — an estimated $262 sold.

Kelly Financial Services first reported a position in EQNR in Q1 2019 and held it in 7 quarters. The position peaked at $2.24K in Q1 2019. 343 funds tracked by Wall St. Rank hold EQNR as of Q4 2023.

  • Kelly Financial Services reported no remaining Equinor position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 8 Equinor shares in Q4 2023, an estimated $262.
  • Kelly Financial Services first reported a position in Equinor in Q1 2019 and held it in 7 quarters.
  • Kelly Financial Services's Equinor position peaked at $2.24K in Q1 2019.
  • 343 funds tracked by Wall St. Rank held Equinor as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.