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Steward Financial Group’s Krispy Kreme DNUT Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+90
New +$1.26K ﹤0.01% 1133
2023
Q2 		– Sell
-12
Closed – – 600
2023
Q1 		$0 Buy
+12
New +$156 ﹤0.01% 774

Other funds holding DNUT

BAMCO Inc
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCP
BDT Capital Partners Chicago, Illinois $3.51B AUM 31.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's DNUT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Krispy Kreme (DNUT) in Q3 2023: 90 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1133 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in DNUT as recently as Q1 2023.

Steward Financial Group first reported a position in DNUT in Q1 2023 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

  • Steward Financial Group held 90 shares of Krispy Kreme worth $1K as of Q3 2023.
  • Krispy Kreme was a new Steward Financial Group position in Q3 2023.
  • Krispy Kreme made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1133 holding.
  • Steward Financial Group first reported a position in Krispy Kreme in Q1 2023 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.