Monarch Partners Asset Management’s OrthoPediatrics KIDS Stock Holding History

Monarch Partners Asset Management’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
2022 Q4	$1.83M	Sell	46,172 -44,752	-49%	-$1.86M	0.54%	93
2022 Q3	$4.2M	Buy	90,924 +54,512	+150%	+$2.67M	1.26%	13
2022 Q2	$1.57M	Hold	36,412	–	–	0.44%	112
2022 Q1	$1.97M	Hold	36,412	–	–	0.44%	106
2021 Q4	$2.18M	Buy	36,412 +3,082	+9%	+$192K	0.44%	111
2021 Q3	$2.18M	Buy	33,330 +5,825	+21%	+$378K	0.32%	109
2021 Q2	$1.74M	Buy	27,505 +5,340	+24%	+$307K	0.25%	122
2021 Q1	$1.08M	Sell	22,165 -650	-3%	-$31.2K	0.16%	129
2020 Q4	$941K	Buy	22,815 +5,045	+28%	+$231K	0.16%	141
2020 Q3	$816K	Buy	+17,770	New	+$824K	0.18%	130
2018 Q3	–	Sell	-18,430	Closed	-$491K	–	199
2018 Q2	$491K	Sell	18,430 -12,500	-40%	-$267K	0.04%	178
2018 Q1	$466K	Buy	30,930 +13,240	+75%	+$234K	0.04%	176
2017 Q4	$339K	Buy	+17,690	New	+$338K	0.03%	173

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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

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

Monarch Partners Asset Management's KIDS Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its OrthoPediatrics (KIDS) stake by 49% in Q4 2022, selling an estimated $1.86M and leaving 46,172 shares worth $1.83M. The position accounts for 0.54% of the portfolio, ranked #93.

Monarch Partners Asset Management first reported a position in KIDS in Q4 2017 and has held it in 13 quarters since. The position peaked at $4.2M in Q3 2022. 118 funds tracked by Wall St. Rank hold KIDS as of Q4 2022.

Monarch Partners Asset Management held 46,172 shares of OrthoPediatrics worth $1.83M as of Q4 2022.
Monarch Partners Asset Management sold 44,752 OrthoPediatrics shares in Q4 2022, an estimated $1.86M.
OrthoPediatrics made up 0.54% of Monarch Partners Asset Management's portfolio in Q4 2022, its #93 holding.
Monarch Partners Asset Management first reported a position in OrthoPediatrics in Q4 2017 and has held it in 13 quarters since.
Monarch Partners Asset Management's OrthoPediatrics position peaked at $4.2M in Q3 2022.
118 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.