KVUE β€” KENVUE INC

Ownership history in Boston Partners  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Boston Partners reported a position in KENVUE INC (KVUE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.73% (2025 Q1)
πŸ“Š Avg. % of fund
0.41%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
10

Position Intelligence

Boston Partners Γ— KVUE AI Analytics

πŸ“‰ Boston Partners underperformed the S&P 500 by –32.6% annually on this KVUE position. Timing score: 56% (5/9 decisions correct). Average cost basis: $20.29. Maximum drawdown during holding period: –33.0%.

πŸ“ˆ Position Alpha vs SPY
-32.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 32.6% ann.
9 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$20.29
-21.9% vs current ($15.85)

Best entry: $18.14 (2023 Q3)  Β·  Worst: $23.67 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–33.0%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
60%
buy-side decisions

6 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KVUE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,296,653 -9,312,396 -73.9% 0.05% $53.6M $15.85
2025 Q2 REDUCED 12,609,049 -12,737,404 -50.3% 0.30% $264.2M $20.24
2025 Q1 ADDED 25,346,453 +1,750,490 +7.4% 0.73% $606.9M $22.99
2024 Q4 ADDED 23,595,963 +6,366,097 +36.9% 0.61% $503.1M $20.27
2024 Q3 ADDED 17,229,866 +293,047 +1.7% 0.47% $398.4M $21.77
2024 Q2 REDUCED 16,936,819 -184,323 -1.1% 0.38% $308.0M $16.94
2024 Q1 REDUCED 17,121,142 -1,794,131 -9.5% 0.44% $365.7M $19.79
2023 Q4 ADDED 18,915,273 +4,798,762 +34.0% 0.54% $406.6M $19.65
2023 Q3 ADDED 14,116,511 +8,971,034 +174.3% 0.39% $282.8M $18.14
2023 Q2 INITIATED 5,145,477 β€” β€” 0.18% $135.7M $23.67

🏒 Other funds also holding KVUE

As of 2025 Q4 β€” sorted by position size

Athos Capital Ltd 3Y 7Y 22.86% Mayar Capital Ltd. 3Y 17.02% Sender Co & Partners, Inc. 3Y 10.48% Renaissance Capital LLC 3Y 10.15% Starboard Value LP 3Y 7Y 8.92% Sand Grove Capital Management LLP 3Y 7Y 7.43% Kapitalo Investimentos Ltda 6.6% NUANCE INVESTMENTS, LLC 3Y 7Y 5.35% Independent Franchise Partners LLP 3Y 7Y 5.28% Pentwater Capital Management LP 3Y 7Y 5.14%
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