Ironwood Investment Management’s KBR KBR Stock Holding History

Ironwood Investment Management’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 Q4	–	Sell	-3,074	Closed	-$200K	–	172
2024 Q3	$200K	Buy	+3,074	New	+$200K	0.1%	150
2022 Q4	–	Sell	-5,971	Closed	-$258K	–	169
2022 Q3	$258K	Hold	5,971	–	–	0.18%	133
2022 Q2	$289K	Hold	5,971	–	–	0.19%	124
2022 Q1	$327K	Sell	5,971 -1,024	-15%	-$49.8K	0.18%	134
2021 Q4	$333K	Hold	6,995	–	–	0.16%	136
2021 Q3	$276K	Hold	6,995	–	–	0.14%	148
2021 Q2	$267K	Hold	6,995	–	–	0.13%	157
2021 Q1	$269K	Sell	6,995 -1,036	-13%	-$33K	0.14%	153
2020 Q4	$248K	Buy	+8,031	New	+$211K	0.15%	147
2020 Q1	–	Sell	-8,031	Closed	-$245K	–	166
2019 Q4	$245K	Buy	+8,031	New	+$226K	0.17%	132
2019 Q3	–	Sell	-8,031	Closed	-$200K	–	153
2019 Q2	$200K	Buy	+8,031	New	+$180K	0.16%	135

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ironwood Investment Management's KBR Position: Q4 2024 in Review

Ironwood Investment Management sold out of KBR (KBR) in Q4 2024, closing a stake of 3,074 shares — an estimated $200K sold.

Ironwood Investment Management first reported a position in KBR in Q2 2019 and held it in 11 quarters. The position peaked at $333K in Q4 2021. 403 funds tracked by Wall St. Rank hold KBR as of Q4 2024.

Ironwood Investment Management reported no remaining KBR position as of Q4 2024 after selling out during the quarter.
Ironwood Investment Management sold 3,074 KBR shares in Q4 2024, an estimated $200K.
Ironwood Investment Management first reported a position in KBR in Q2 2019 and held it in 11 quarters.
Ironwood Investment Management's KBR position peaked at $333K in Q4 2021.
403 funds tracked by Wall St. Rank held KBR as of Q4 2024.

Based on Ironwood Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.