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Orion Portfolio Solutions’s Krispy Kreme DNUT Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-34,691
Closed -$529K – 1730
2024
Q1 		$529K Sell
34,691
-1,266
-4% -$16.9K 0.01% 1240
2023
Q4 		$522K Sell
35,957
-3,162
-8% -$41.8K 0.01% 1194
2023
Q3 		$488K Sell
39,119
-1,084
-3% -$15.1K 0.01% 1214
2023
Q2 		$592K Sell
40,203
-2,685
-6% -$40.2K 0.01% 1156
2023
Q1 		$667K Buy
+42,888
New +$556K 0.01% 1035

Other funds holding DNUT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Orion Portfolio Solutions's DNUT Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Krispy Kreme (DNUT) in Q2 2024, closing a stake of 34,691 shares — an estimated $529K sold.

Orion Portfolio Solutions first reported a position in DNUT in Q1 2023 and held it in 5 quarters. The position peaked at $667K in Q1 2023. 145 funds tracked by Wall St. Rank hold DNUT as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Krispy Kreme position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 34,691 Krispy Kreme shares in Q2 2024, an estimated $529K.
  • Orion Portfolio Solutions first reported a position in Krispy Kreme in Q1 2023 and held it in 5 quarters.
  • Orion Portfolio Solutions's Krispy Kreme position peaked at $667K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held Krispy Kreme as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.