Lee Financial’s Krispy Kreme DNUT Stock Holding History

Lee Financial’s Portfolio DNUT Stock Details DNUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-365	Closed	-$5.51K	–	336
2023 Q4	$5.51K	Hold	365	–	–	﹤0.01%	525
2023 Q3	$4.55K	Hold	365	–	–	﹤0.01%	534
2023 Q2	$5.38K	Hold	365	–	–	﹤0.01%	495
2023 Q1	$5.68K	Hold	365	–	–	﹤0.01%	510
2022 Q4	$3.77K	Hold	365	–	–	﹤0.01%	590
2022 Q3	$4K	Hold	365	–	–	﹤0.01%	567
2022 Q2	$5K	Hold	365	–	–	﹤0.01%	552
2022 Q1	$5K	Buy	+365	New	+$5.48K	﹤0.01%	507

Other funds holding DNUT

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lee Financial's DNUT Position: Q1 2024 in Review

Lee Financial sold out of Krispy Kreme (DNUT) in Q1 2024, closing a stake of 365 shares — an estimated $5.51K sold.

Lee Financial first reported a position in DNUT in Q1 2022 and held it in 8 quarters. The position peaked at $5.68K in Q1 2023. 152 funds tracked by Wall St. Rank hold DNUT as of Q1 2024.

Lee Financial reported no remaining Krispy Kreme position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 365 Krispy Kreme shares in Q1 2024, an estimated $5.51K.
Lee Financial first reported a position in Krispy Kreme in Q1 2022 and held it in 8 quarters.
Lee Financial's Krispy Kreme position peaked at $5.68K in Q1 2023.
152 funds tracked by Wall St. Rank held Krispy Kreme as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.