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Morningstar Investment Services’s Baker Hughes BKR Stock Holding History

Morningstar Investment Services’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
-13,614
Closed -$466K – 355
2023
Q4 		$466K Buy
+13,614
New +$464K ﹤0.01% 294

Other funds holding BKR

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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

Morningstar Investment Services's BKR Position: Q1 2024 in Review

Morningstar Investment Services sold out of Baker Hughes (BKR) in Q1 2024, closing a stake of 13,614 shares — an estimated $466K sold.

Morningstar Investment Services first reported a position in BKR in Q4 2023 and held it in 1 quarter. The position peaked at $466K in Q4 2023. 752 funds tracked by Wall St. Rank hold BKR as of Q1 2024.

  • Morningstar Investment Services reported no remaining Baker Hughes position as of Q1 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 13,614 Baker Hughes shares in Q1 2024, an estimated $466K.
  • Morningstar Investment Services first reported a position in Baker Hughes in Q4 2023 and held it in 1 quarter.
  • Morningstar Investment Services's Baker Hughes position peaked at $466K in Q4 2023.
  • 752 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2024.

Based on Morningstar Investment Services's 13F filing for Q1 2024, filed 15 May 2024.