Harbor Investment Advisory’s OrthoPediatrics KIDS Stock Holding History

Harbor Investment Advisory’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
2023 Q4	–	Sell	-315	Closed	-$10.1K	–	1190
2023 Q3	$10.1K	Hold	315	–	–	﹤0.01%	816
2023 Q2	$13.8K	Sell	315 -611	-66%	-$28.2K	﹤0.01%	967
2023 Q1	$41K	Hold	926	–	–	0.01%	761
2022 Q4	$36.8K	Sell	926 -345	-27%	-$14.4K	0.01%	767
2022 Q3	$59K	Sell	1,271 -307	-19%	-$15.1K	0.01%	634
2022 Q2	$68K	Buy	1,578 +308	+24%	+$14.1K	0.01%	601
2022 Q1	$69K	Hold	1,270	–	–	0.01%	649
2021 Q4	$76K	Sell	1,270 -297	-19%	-$18.5K	0.01%	621
2021 Q3	$103K	Buy	+1,567	New	+$102K	0.01%	520

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

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's KIDS Position: Q4 2023 in Review

Harbor Investment Advisory sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 315 shares — an estimated $10.1K sold.

Harbor Investment Advisory first reported a position in KIDS in Q3 2021 and held it in 9 quarters. The position peaked at $103K in Q3 2021. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

Harbor Investment Advisory reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
Harbor Investment Advisory sold 315 OrthoPediatrics shares in Q4 2023, an estimated $10.1K.
Harbor Investment Advisory first reported a position in OrthoPediatrics in Q3 2021 and held it in 9 quarters.
Harbor Investment Advisory's OrthoPediatrics position peaked at $103K in Q3 2021.
129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.