Chartwell Investment Partners’s KBR KBR Stock Holding History

Chartwell Investment Partners’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
2024 Q3	$657K	Sell	10,095 -799	-7%	-$52K	0.02%	385
2024 Q2	$699K	Sell	10,894 -11,363	-51%	-$734K	0.02%	376
2024 Q1	$1.42M	Sell	22,257 -2,778	-11%	-$158K	0.05%	326
2023 Q4	$1.39M	Sell	25,035 -1,822	-7%	-$100K	0.05%	325
2023 Q3	$1.58M	Sell	26,857 -789	-3%	-$48.6K	0.06%	300
2023 Q2	$1.8M	Sell	27,646 -1,758	-6%	-$105K	0.07%	294
2023 Q1	$1.62M	Buy	+29,404	New	+$1.54M	0.06%	298

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's KBR Position: Q3 2024 in Review

Chartwell Investment Partners reduced its KBR (KBR) stake by 7.3% in Q3 2024, selling an estimated $52K and leaving 10,095 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #385.

Chartwell Investment Partners first reported a position in KBR in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q2 2023. 424 funds tracked by Wall St. Rank hold KBR as of Q3 2024.

Chartwell Investment Partners held 10,095 shares of KBR worth $657K as of Q3 2024.
Chartwell Investment Partners sold 799 KBR shares in Q3 2024, an estimated $52K.
KBR made up 0.02% of Chartwell Investment Partners's portfolio in Q3 2024, its #385 holding.
Chartwell Investment Partners first reported a position in KBR in Q1 2023 and has held it in 7 quarters since.
Chartwell Investment Partners's KBR position peaked at $1.8M in Q2 2023.
424 funds tracked by Wall St. Rank held KBR as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.