Ergoteles’s OrthoPediatrics KIDS Stock Holding History

Ergoteles’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 Q4	–	Sell	-4,740	Closed	-$219K	–	1676
2022 Q3	$219K	Buy	+4,740	New	+$232K	0.01%	1129

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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

Braidwell Stamford, Connecticut $3B AUM 46.72% 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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Ergoteles's KIDS Position: Q4 2022 in Review

Ergoteles sold out of OrthoPediatrics (KIDS) in Q4 2022, closing a stake of 4,740 shares — an estimated $219K sold.

Ergoteles first reported a position in KIDS in Q3 2022 and held it in 1 quarter. The position peaked at $219K in Q3 2022. 118 funds tracked by Wall St. Rank hold KIDS as of Q4 2022.

Ergoteles reported no remaining OrthoPediatrics position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 4,740 OrthoPediatrics shares in Q4 2022, an estimated $219K.
Ergoteles first reported a position in OrthoPediatrics in Q3 2022 and held it in 1 quarter.
Ergoteles's OrthoPediatrics position peaked at $219K in Q3 2022.
118 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.