Sowell Financial Services’s Kellanova K Stock Holding History

Sowell Financial 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
2023 Q2	–	Sell	-3,974	Closed	-$250K	–	700
2023 Q1	$250K	Buy	+3,974	New	+$251K	0.02%	624
2021 Q2	–	Sell	-7,622	Closed	-$483K	–	1688
2021 Q1	$483K	Buy	7,622 +1,849	+32%	+$103K	0.02%	649
2020 Q4	$337K	Buy	5,773 +244	+4%	+$14.7K	0.01%	648
2020 Q3	$335K	Sell	5,529 -31	-0.6%	-$1.97K	0.02%	577
2020 Q2	$345K	Buy	5,560 +696	+14%	+$42.1K	0.02%	555
2020 Q1	$274K	Sell	4,864 -4,368	-47%	-$268K	0.02%	572
2019 Q4	$600K	Buy	9,232 +6,437	+230%	+$390K	0.05%	398
2019 Q3	$169K	Buy	+2,795	New	+$160K	0.01%	689

Other funds holding K

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 $5.7T AUM 30.48% 1-Year Est. Return

KeyBank National Association

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return