SEC 13F Intelligence

Surevest, LLC / KEL

Surevest, LLC’s Kellanova Position

Does Surevest, LLC own Kellanova (KEL)? Yes57.0K shares worth $4M (+1.08% of its 13F portfolio) as of Q3 2022, down from 57.0K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
57.0K
% of Portfolio
+1.08%
Quarters Held
16
currently held

Position History KEL

Reported value by quarter
Q4 ’18: $249,000Q4 ’18Q1 ’19: $595,000Q2 ’19: $1MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202257.0K$4M+1.08%
Q2 202257.0K$4M+1.07%
Q1 202256.1K$4M+0.87%
Q4 202170.2K$5M+1.07%
Q3 202174.5K$5M+1.20%
Q2 202170.7K$5M+1.19%
Q1 202168.0K$4M+1.30%
Q4 202055.6K$3M+1.15%
Q3 202051.3K$3M+1.30%
Q2 202046.3K$3M+1.35%
Q1 202041.0K$2M+1.34%
Q4 201934.0K$2M+1.00%
Q3 201924.0K$2M+0.76%
Q2 201920.2K$1M+0.56%
Q1 201910.4K$595,000+0.37%
Q4 20184.4K$249,000+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of KEL.