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Tiedemann Advisors’s Krispy Kreme DNUT Stock Holding History

Tiedemann Advisors’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 		$6.49M Hold
520,840
– – 0.28% 42
2023
Q2 		$7.67M Hold
520,840
– – 0.33% 39
2023
Q1 		$8.1M Hold
520,840
– – 0.37% 34
2022
Q4 		$5.38M Buy
+520,840
New +$7.09M 0.26% 42

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
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

Tiedemann Advisors's DNUT Position: Q3 2023 in Review

Tiedemann Advisors held its Krispy Kreme (DNUT) position steady in Q3 2023 at 520,840 shares worth $6.49M. The position accounts for 0.28% of the portfolio, ranked #42.

Tiedemann Advisors first reported a position in DNUT in Q4 2022 and has held it in 4 quarters since. The position peaked at $8.1M in Q1 2023. 131 funds tracked by Wall St. Rank hold DNUT as of Q3 2023.

  • Tiedemann Advisors held 520,840 shares of Krispy Kreme worth $6.49M as of Q3 2023.
  • Tiedemann Advisors left its Krispy Kreme share count unchanged in Q3 2023.
  • Krispy Kreme made up 0.28% of Tiedemann Advisors's portfolio in Q3 2023, its #42 holding.
  • Tiedemann Advisors first reported a position in Krispy Kreme in Q4 2022 and has held it in 4 quarters since.
  • Tiedemann Advisors's Krispy Kreme position peaked at $8.1M in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Krispy Kreme as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.