Advisory Research’s KBR KBR Stock Holding History

Advisory Research’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,643	Closed	-$274K	–	400
2023 Q3	$274K	Sell	4,643 -1,140	-20%	-$70.2K	0.04%	390
2023 Q2	$376K	Sell	5,783 -1,471	-20%	-$87.7K	0.05%	344
2023 Q1	$399K	Sell	7,254 -32,388	-82%	-$1.7M	0.07%	266
2022 Q4	$2.09M	Sell	39,642 -10,941	-22%	-$545K	0.2%	80
2022 Q3	$2.19M	Sell	50,583 -4,470	-8%	-$220K	0.21%	82
2022 Q2	$2.66M	Sell	55,053 -7,620	-12%	-$376K	0.26%	71
2022 Q1	$3.43M	Buy	62,673 +22,027	+54%	+$1.07M	0.27%	68
2021 Q4	$1.94M	Buy	40,646 +31,114	+326%	+$1.37M	0.15%	124
2021 Q3	$376K	Sell	9,532 -39,191	-80%	-$1.52M	0.02%	279
2021 Q2	$1.86M	Buy	48,723 +27,779	+133%	+$1.1M	0.12%	143
2021 Q1	$804K	Buy	+20,944	New	+$668K	0.06%	226

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return

Advisory Research's KBR Position: Q4 2023 in Review

Advisory Research sold out of KBR (KBR) in Q4 2023, closing a stake of 4,643 shares — an estimated $274K sold.

Advisory Research first reported a position in KBR in Q1 2021 and held it in 11 quarters. The position peaked at $3.43M in Q1 2022. 369 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

Advisory Research reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 4,643 KBR shares in Q4 2023, an estimated $274K.
Advisory Research first reported a position in KBR in Q1 2021 and held it in 11 quarters.
Advisory Research's KBR position peaked at $3.43M in Q1 2022.
369 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.