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Oak Harvest Investment Services’s Kenvue KVUE Stock Holding History

Oak Harvest Investment Services’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
Q1 		– Sell
-196,975
Closed -$4.24M – 126
2023
Q4 		$4.24M Buy
196,975
+6,067
+3% +$121K 0.85% 42
2023
Q3 		$3.83M Buy
+190,908
New +$4.42M 0.81% 42

Other funds holding KVUE

JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oak Harvest Investment Services's KVUE Position: Q1 2024 in Review

Oak Harvest Investment Services sold out of Kenvue (KVUE) in Q1 2024, closing a stake of 196,975 shares — an estimated $4.24M sold.

Oak Harvest Investment Services first reported a position in KVUE in Q3 2023 and held it in 2 quarters. The position peaked at $4.24M in Q4 2023. 963 funds tracked by Wall St. Rank hold KVUE as of Q1 2024.

  • Oak Harvest Investment Services reported no remaining Kenvue position as of Q1 2024 after selling out during the quarter.
  • Oak Harvest Investment Services sold 196,975 Kenvue shares in Q1 2024, an estimated $4.24M.
  • Oak Harvest Investment Services first reported a position in Kenvue in Q3 2023 and held it in 2 quarters.
  • Oak Harvest Investment Services's Kenvue position peaked at $4.24M in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Kenvue as of Q1 2024.

Based on Oak Harvest Investment Services's 13F filing for Q1 2024, filed 19 Apr 2024.