Sargent Investment Group’s Krispy Kreme DNUT Stock Holding History

Sargent Investment Group’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 Q4	–	Sell	-20,000	Closed	-$215K	–	241
2024 Q3	$215K	Buy	+20,000	New	+$218K	0.04%	199

Other funds holding DNUT

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sargent Investment Group's DNUT Position: Q4 2024 in Review

Sargent Investment Group sold out of Krispy Kreme (DNUT) in Q4 2024, closing a stake of 20,000 shares — an estimated $215K sold.

Sargent Investment Group first reported a position in DNUT in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 154 funds tracked by Wall St. Rank hold DNUT as of Q4 2024.

Sargent Investment Group reported no remaining Krispy Kreme position as of Q4 2024 after selling out during the quarter.
Sargent Investment Group sold 20,000 Krispy Kreme shares in Q4 2024, an estimated $215K.
Sargent Investment Group first reported a position in Krispy Kreme in Q3 2024 and held it in 1 quarter.
Sargent Investment Group's Krispy Kreme position peaked at $215K in Q3 2024.
154 funds tracked by Wall St. Rank held Krispy Kreme as of Q4 2024.

Based on Sargent Investment Group's 13F filing for Q4 2024, filed 27 Jan 2025.