Massachusetts Financial Services
KIDS icon

Massachusetts Financial Services’s OrthoPediatrics KIDS Stock Holding History

Massachusetts Financial Services’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
2021
Q1 		– Sell
-660,439
Closed -$27.2M – 943
2020
Q4 		$27.2M Buy
660,439
+106,646
+19% +$4.89M 0.01% 560
2020
Q3 		$25.4M Sell
553,793
-13,602
-2% -$631K 0.01% 540
2020
Q2 		$24.8M Buy
567,395
+1,843
+0.3% +$82.9K 0.01% 522
2020
Q1 		$22.4M Sell
565,552
-139,240
-20% -$6.24M 0.01% 492
2019
Q4 		$33.1M Buy
704,792
+33,204
+5% +$1.29M 0.01% 471
2019
Q3 		$23.7M Buy
671,588
+258,146
+62% +$8.94M 0.01% 507
2019
Q2 		$16.1M Buy
+413,442
New +$16.7M 0.01% 569

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Massachusetts Financial Services's KIDS Position: Q1 2021 in Review

Massachusetts Financial Services sold out of OrthoPediatrics (KIDS) in Q1 2021, closing a stake of 660,439 shares — an estimated $27.2M sold.

Massachusetts Financial Services first reported a position in KIDS in Q2 2019 and held it in 7 quarters. The position peaked at $33.1M in Q4 2019. 126 funds tracked by Wall St. Rank hold KIDS as of Q1 2021.

  • Massachusetts Financial Services reported no remaining OrthoPediatrics position as of Q1 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 660,439 OrthoPediatrics shares in Q1 2021, an estimated $27.2M.
  • Massachusetts Financial Services first reported a position in OrthoPediatrics in Q2 2019 and held it in 7 quarters.
  • Massachusetts Financial Services's OrthoPediatrics position peaked at $33.1M in Q4 2019.
  • 126 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2021.

Based on Massachusetts Financial Services's 13F filing for Q1 2021, filed 13 May 2021.