Lloyd Advisory Services’s KBR KBR Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-3,947	Closed	-$233K	–	242
2023 Q3	$233K	Buy	+3,947	New	+$243K	0.08%	218
2022 Q2	–	Sell	-31	Closed	-$2K	–	325
2022 Q1	$2K	Buy	+31	New	+$1.51K	﹤0.01%	523

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Lloyd Advisory Services's KBR Position: Q4 2023 in Review

Lloyd Advisory Services sold out of KBR (KBR) in Q4 2023, closing a stake of 3,947 shares — an estimated $233K sold.

Lloyd Advisory Services first reported a position in KBR in Q1 2022 and held it in 2 quarters. The position peaked at $233K in Q3 2023. 367 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

Lloyd Advisory Services reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 3,947 KBR shares in Q4 2023, an estimated $233K.
Lloyd Advisory Services first reported a position in KBR in Q1 2022 and held it in 2 quarters.
Lloyd Advisory Services's KBR position peaked at $233K in Q3 2023.
367 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.