Halpern Financial’s KBR KBR Stock Holding History

Halpern Financial’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	–	Sell	-26	Closed	-$1.67K	–	239
2024 Q2	$1.67K	Buy	+26	New	+$1.68K	﹤0.01%	199
2022 Q3	–	Sell	-45	Closed	-$2.18K	–	266
2022 Q2	$2.18K	Buy	+45	New	+$2.22K	﹤0.01%	230

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

Halpern Financial's KBR Position: Q3 2024 in Review

Halpern Financial sold out of KBR (KBR) in Q3 2024, closing a stake of 26 shares — an estimated $1.67K sold.

Halpern Financial first reported a position in KBR in Q2 2022 and held it in 2 quarters. The position peaked at $2.18K in Q2 2022. 425 funds tracked by Wall St. Rank hold KBR as of Q3 2024.

Halpern Financial reported no remaining KBR position as of Q3 2024 after selling out during the quarter.
Halpern Financial sold 26 KBR shares in Q3 2024, an estimated $1.67K.
Halpern Financial first reported a position in KBR in Q2 2022 and held it in 2 quarters.
Halpern Financial's KBR position peaked at $2.18K in Q2 2022.
425 funds tracked by Wall St. Rank held KBR as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.