Kelly Financial Services’s State Street STT Stock Holding History

Kelly Financial Services’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-23	Closed	-$2.1K	–	705
2021 Q4	$2.1K	Buy	23 +1	+5%	+$94	﹤0.01%	533
2021 Q3	$1.9K	Sell	22 -1,814	-99%	-$158K	﹤0.01%	519
2021 Q2	$22K	Buy	1,836 +1,814	+8,245%	+$153K	﹤0.01%	543
2021 Q1	$1.86K	Hold	22	–	–	﹤0.01%	507
2020 Q4	$1.6K	Hold	22	–	–	﹤0.01%	482
2020 Q3	$1.3K	Hold	22	–	–	﹤0.01%	467
2020 Q2	$1.38K	Hold	22	–	–	﹤0.01%	472
2020 Q1	$1.15K	Buy	22 +1	+5%	+$69	﹤0.01%	443
2019 Q4	$1.69K	Hold	21	–	–	﹤0.01%	430
2019 Q3	$1.25K	Hold	21	–	–	﹤0.01%	445
2019 Q2	$1.18K	Buy	+21	New	+$1.3K	﹤0.01%	416

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return