Ground Swell Capital’s Baker Hughes BKR Stock Holding History

Ground Swell Capital’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,465	Closed	-$334K	–	80
2023 Q3	$334K	Buy	+9,465	New	+$335K	0.55%	21

Other funds holding BKR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ground Swell Capital's BKR Position: Q4 2023 in Review

Ground Swell Capital sold out of Baker Hughes (BKR) in Q4 2023, closing a stake of 9,465 shares — an estimated $334K sold.

Ground Swell Capital first reported a position in BKR in Q3 2023 and held it in 1 quarter. The position peaked at $334K in Q3 2023. 767 funds tracked by Wall St. Rank hold BKR as of Q4 2023.

Ground Swell Capital reported no remaining Baker Hughes position as of Q4 2023 after selling out during the quarter.
Ground Swell Capital sold 9,465 Baker Hughes shares in Q4 2023, an estimated $334K.
Ground Swell Capital first reported a position in Baker Hughes in Q3 2023 and held it in 1 quarter.
Ground Swell Capital's Baker Hughes position peaked at $334K in Q3 2023.
767 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.