Barrett Asset Management’s OrthoPediatrics KIDS Stock Holding History

Barrett Asset Management’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100	Closed	-$6K	–	347
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	549
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	438
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	421
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	406
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	383
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	356
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	369
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	328
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	348
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	334
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	337
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	347
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	351
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	350
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	363
2018 Q1	$2K	Buy	+100	New	+$1.77K	﹤0.01%	372

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Barrett Asset Management's KIDS Position: Q1 2022 in Review

Barrett Asset Management sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 100 shares — an estimated $6K sold.

Barrett Asset Management first reported a position in KIDS in Q1 2018 and held it in 16 quarters. The position peaked at $7K in Q3 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

Barrett Asset Management reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 100 OrthoPediatrics shares in Q1 2022, an estimated $6K.
Barrett Asset Management first reported a position in OrthoPediatrics in Q1 2018 and held it in 16 quarters.
Barrett Asset Management's OrthoPediatrics position peaked at $7K in Q3 2021.
127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.