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Moran Wealth Management’s Baker Hughes BKR Stock Holding History

Moran Wealth Management’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
2024
Q1 		– Sell
-590,870
Closed -$20.2M – 415
2023
Q4 		$20.2M Sell
590,870
-33,771
-5% -$1.15M 0.72% 36
2023
Q3 		$22.1M Sell
624,641
-21,484
-3% -$761K 0.85% 22
2023
Q2 		$20.4M Buy
646,125
+38,031
+6% +$1.11M 0.77% 33
2023
Q1 		$17.5M Buy
608,094
+25,586
+4% +$774K 0.66% 51
2022
Q4 		$17.2M Buy
+582,508
New +$16.1M 0.65% 42

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moran Wealth Management's BKR Position: Q1 2024 in Review

Moran Wealth Management sold out of Baker Hughes (BKR) in Q1 2024, closing a stake of 590,870 shares — an estimated $20.2M sold.

Moran Wealth Management first reported a position in BKR in Q4 2022 and held it in 5 quarters. The position peaked at $22.1M in Q3 2023. 751 funds tracked by Wall St. Rank hold BKR as of Q1 2024.

  • Moran Wealth Management reported no remaining Baker Hughes position as of Q1 2024 after selling out during the quarter.
  • Moran Wealth Management sold 590,870 Baker Hughes shares in Q1 2024, an estimated $20.2M.
  • Moran Wealth Management first reported a position in Baker Hughes in Q4 2022 and held it in 5 quarters.
  • Moran Wealth Management's Baker Hughes position peaked at $22.1M in Q3 2023.
  • 751 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2024.

Based on Moran Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.