Lee Financial’s Kellanova K Stock Holding History

Lee Financial’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3	Closed	-$214	–	881
2022 Q4	$214	Hold	3	–	–	﹤0.01%	877
2022 Q3	$0	Buy	+3	New	+$206	﹤0.01%	916
2022 Q1	–	Sell	-16	Closed	-$1K	–	866
2021 Q4	$1K	Buy	+16	New	+$944	﹤0.01%	847

Other funds holding K

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's K Position: Q1 2023 in Review

Lee Financial sold out of Kellanova (K) in Q1 2023, closing a stake of 3 shares — an estimated $214 sold.

Lee Financial first reported a position in K in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 920 funds tracked by Wall St. Rank hold K as of Q1 2023.

Lee Financial reported no remaining Kellanova position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 3 Kellanova shares in Q1 2023, an estimated $214.
Lee Financial first reported a position in Kellanova in Q4 2021 and held it in 3 quarters.
Lee Financial's Kellanova position peaked at $1K in Q4 2021.
920 funds tracked by Wall St. Rank held Kellanova as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.