Sanford Advisory Services’s Kellanova K Stock Holding History

Sanford Advisory Services’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 Q4	$622K	Sell	9,297 -1,643	-15%	-$112K	0.15%	72
2022 Q3	$716K	Sell	10,940 -801	-7%	-$55.1K	0.2%	57
2022 Q2	$786K	Sell	11,741 -58	-0.5%	-$3.77K	0.22%	52
2022 Q1	$714K	Hold	11,799	–	–	0.19%	48
2021 Q4	$714K	Hold	11,799	–	–	0.16%	51
2021 Q3	$708K	Sell	11,799 -128	-1%	-$7.67K	0.18%	50
2021 Q2	$720K	Sell	11,927 -130	-1%	-$7.89K	0.19%	48
2021 Q1	$717K	Sell	12,057 -1,116	-8%	-$62.4K	0.2%	46
2020 Q4	$770K	Buy	+13,173	New	+$792K	0.25%	40

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 $27.4B AUM 24.17% 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

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

Sanford Advisory Services's K Position: Q4 2022 in Review

Sanford Advisory Services reduced its Kellanova (K) stake by 15% in Q4 2022, selling an estimated $112K and leaving 9,297 shares worth $622K. The position accounts for 0.15% of the portfolio, ranked #72.

Sanford Advisory Services first reported a position in K in Q4 2020 and has held it in 9 quarters since. The position peaked at $786K in Q2 2022. 920 funds tracked by Wall St. Rank hold K as of Q4 2022.

Sanford Advisory Services held 9,297 shares of Kellanova worth $622K as of Q4 2022.
Sanford Advisory Services sold 1,643 Kellanova shares in Q4 2022, an estimated $112K.
Kellanova made up 0.15% of Sanford Advisory Services's portfolio in Q4 2022, its #72 holding.
Sanford Advisory Services first reported a position in Kellanova in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Kellanova position peaked at $786K in Q2 2022.
920 funds tracked by Wall St. Rank held Kellanova as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.