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Legacy Advisors’s Baker Hughes BKR Stock Holding History

Legacy Advisors’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
2025
Q1 		$230K Buy
5,233
+213
+4% +$9.5K 0.02% 383
2024
Q4 		$206K Buy
+5,020
New +$202K 0.02% 384
2018
Q4 		– Sell
-48
Closed -$2K – 149
2018
Q3 		$2K Hold
48
– – ﹤0.01% 438
2018
Q2 		$2K Buy
+48
New +$1.63K ﹤0.01% 384

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Advisors's BKR Position: Q1 2025 in Review

Legacy Advisors increased its Baker Hughes (BKR) stake by 4.2% in Q1 2025, buying an estimated $9.5K and bringing the position to 5,233 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #383.

Legacy Advisors first reported a position in BKR in Q2 2018 and has held it in 4 quarters since. 961 funds tracked by Wall St. Rank hold BKR as of Q1 2025.

  • Legacy Advisors held 5,233 shares of Baker Hughes worth $230K as of Q1 2025.
  • Legacy Advisors bought 213 Baker Hughes shares in Q1 2025, an estimated $9.5K.
  • Baker Hughes made up 0.02% of Legacy Advisors's portfolio in Q1 2025, its #383 holding.
  • Legacy Advisors first reported a position in Baker Hughes in Q2 2018 and has held it in 4 quarters since.
  • 961 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.