Lenox Wealth Advisors’s Kellanova K Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$3K	Buy	43 +27	+169%	+$1.62K	﹤0.01%	608
2021 Q4	$1K	Buy	+16	New	+$944	﹤0.01%	859
2020 Q1	–	Sell	-6	Closed	–	–	866
2019 Q4	$0	Buy	+6	New	+$364	﹤0.01%	773
2014 Q1	–	Sell	-43	Closed	-$2K	–	271
2013 Q4	$2K	Hold	43	–	–	﹤0.01%	311
2013 Q3	$2K	Buy	+43	New	+$2.56K	﹤0.01%	238

Other funds holding K

WKKFT

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

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

BlackRock New York $5.72T AUM 30.48% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BGC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Lenox Wealth Advisors's K Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Kellanova (K) stake by 169% in Q1 2022, buying an estimated $1.62K and bringing the position to 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Lenox Wealth Advisors first reported a position in K in Q3 2013 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold K as of Q1 2022.

Lenox Wealth Advisors held 43 shares of Kellanova worth $3K as of Q1 2022.
Lenox Wealth Advisors bought 27 Kellanova shares in Q1 2022, an estimated $1.62K.
Kellanova made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #608 holding.
Lenox Wealth Advisors first reported a position in Kellanova in Q3 2013 and has held it in 5 quarters since.
863 funds tracked by Wall St. Rank held Kellanova as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.