Bank Julius Baer & Co
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Bank Julius Baer & Co’s KBR KBR Stock Holding History

Bank Julius Baer & Co’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
-15,700
Closed -$925K – 560
2023
Q3 		$925K Buy
15,700
+600
+4% +$37K 0.01% 264
2023
Q2 		$982K Buy
+15,100
New +$900K 0.01% 272

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Bank Julius Baer & Co's KBR Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of KBR (KBR) in Q4 2023, closing a stake of 15,700 shares — an estimated $925K sold.

Bank Julius Baer & Co first reported a position in KBR in Q2 2023 and held it in 2 quarters. The position peaked at $982K in Q2 2023. 367 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 15,700 KBR shares in Q4 2023, an estimated $925K.
  • Bank Julius Baer & Co first reported a position in KBR in Q2 2023 and held it in 2 quarters.
  • Bank Julius Baer & Co's KBR position peaked at $982K in Q2 2023.
  • 367 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.