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Brandywine Oak Private Wealth’s KBR KBR Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q4 		– Sell
-5,465
Closed -$236K – 272
2022
Q3 		$236K Sell
5,465
-1,344
-20% -$66.2K 0.03% 248
2022
Q2 		$329K Buy
6,809
+768
+13% +$37.9K 0.04% 224
2022
Q1 		$330K Buy
6,041
+707
+13% +$34.4K 0.04% 243
2021
Q4 		$267K Sell
5,334
-870
-14% -$38.4K 0.03% 281
2021
Q3 		$244K Buy
6,204
+42
+0.7% +$1.63K 0.03% 292
2021
Q2 		$235K Sell
6,162
-1,851
-23% -$73.4K 0.03% 305
2021
Q1 		$307K Sell
8,013
-896
-10% -$28.6K 0.05% 203
2020
Q4 		$275K Sell
8,909
-37
-0.4% -$974 0.04% 212
2020
Q3 		$200K Buy
+8,946
New +$208K 0.03% 262
2020
Q1 		– Sell
-6,565
Closed -$200K – 238
2019
Q4 		$200K Buy
+6,565
New +$185K 0.04% 234
2019
Q1 		– Sell
-6,735
Closed -$104K – 430
2018
Q4 		$104K Buy
+6,735
New +$126K 0.02% 267

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Brandywine Oak Private Wealth's KBR Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of KBR (KBR) in Q4 2022, closing a stake of 5,465 shares — an estimated $236K sold.

Brandywine Oak Private Wealth first reported a position in KBR in Q4 2018 and held it in 11 quarters. The position peaked at $330K in Q1 2022. 341 funds tracked by Wall St. Rank hold KBR as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining KBR position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 5,465 KBR shares in Q4 2022, an estimated $236K.
  • Brandywine Oak Private Wealth first reported a position in KBR in Q4 2018 and held it in 11 quarters.
  • Brandywine Oak Private Wealth's KBR position peaked at $330K in Q1 2022.
  • 341 funds tracked by Wall St. Rank held KBR as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.