Lake Street Advisors Group’s Kenvue KVUE Stock Holding History

Lake Street Advisors Group’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
2024 Q4	$340K	Buy	15,919 +2,361	+17%	+$53.5K	0.02%	409
2024 Q3	$314K	Sell	13,558 -1,198	-8%	-$24.8K	0.01%	438
2024 Q2	$268K	Sell	14,756 -1,798	-11%	-$34.8K	0.01%	471
2024 Q1	$355K	Sell	16,554 -8,131	-33%	-$165K	0.02%	415
2023 Q4	$531K	Buy	24,685 +14,435	+141%	+$289K	0.03%	317
2023 Q3	$206K	Buy	+10,250	New	+$237K	0.01%	240

Other funds holding KVUE

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lake Street Advisors Group's KVUE Position: Q4 2024 in Review

Lake Street Advisors Group increased its Kenvue (KVUE) stake by 17% in Q4 2024, buying an estimated $53.5K and bringing the position to 15,919 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #409.

Lake Street Advisors Group first reported a position in KVUE in Q3 2023 and has held it in 6 quarters since. The position peaked at $531K in Q4 2023. 1,011 funds tracked by Wall St. Rank hold KVUE as of Q4 2024.

Lake Street Advisors Group held 15,919 shares of Kenvue worth $340K as of Q4 2024.
Lake Street Advisors Group bought 2,361 Kenvue shares in Q4 2024, an estimated $53.5K.
Kenvue made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #409 holding.
Lake Street Advisors Group first reported a position in Kenvue in Q3 2023 and has held it in 6 quarters since.
Lake Street Advisors Group's Kenvue position peaked at $531K in Q4 2023.
1,011 funds tracked by Wall St. Rank held Kenvue as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.