LifePlan Financial’s Kellanova K Stock Holding History

LifePlan 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
2024 Q2	–	Sell	-4,150	Closed	-$238K	–	94
2024 Q1	$238K	Sell	4,150 -116	-3%	-$6.39K	0.22%	88
2023 Q4	$238K	Buy	+4,266	New	+$223K	0.24%	82

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

BGC

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial's K Position: Q2 2024 in Review

LifePlan Financial sold out of Kellanova (K) in Q2 2024, closing a stake of 4,150 shares — an estimated $238K sold.

LifePlan Financial first reported a position in K in Q4 2023 and held it in 2 quarters. The position peaked at $238K in Q4 2023. 871 funds tracked by Wall St. Rank hold K as of Q2 2024.

LifePlan Financial reported no remaining Kellanova position as of Q2 2024 after selling out during the quarter.
LifePlan Financial sold 4,150 Kellanova shares in Q2 2024, an estimated $238K.
LifePlan Financial first reported a position in Kellanova in Q4 2023 and held it in 2 quarters.
LifePlan Financial's Kellanova position peaked at $238K in Q4 2023.
871 funds tracked by Wall St. Rank held Kellanova as of Q2 2024.

Based on LifePlan Financial's 13F filing for Q2 2024, filed 30 Jul 2024.