ORI
KIDS icon

Oak Ridge Investments’s OrthoPediatrics KIDS Stock Holding History

Oak Ridge Investments’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
2023
Q4 		– Sell
-25,520
Closed -$817K – 152
2023
Q3 		$817K Sell
25,520
-930
-4% -$35.8K 0.1% 121
2023
Q2 		$1.16M Sell
26,450
-874
-3% -$40.3K 0.14% 117
2023
Q1 		$1.21M Sell
27,324
-941
-3% -$41.6K 0.16% 116
2022
Q4 		$1.12M Sell
28,265
-1,486
-5% -$61.9K 0.17% 115
2022
Q3 		$1.37M Buy
29,751
+52
+0.2% +$2.55K 0.21% 114
2022
Q2 		$1.28M Sell
29,699
-1,937
-6% -$88.6K 0.19% 108
2022
Q1 		$1.71M Sell
31,636
-18,435
-37% -$942K 0.19% 104
2021
Q4 		$3M Sell
50,071
-824
-2% -$51.3K 0.25% 99
2021
Q3 		$3.33M Sell
50,895
-2,622
-5% -$170K 0.29% 102
2021
Q2 		$3.38M Sell
53,517
-3,114
-5% -$179K 0.3% 105
2021
Q1 		$2.76M Buy
56,631
+108
+0.2% +$5.18K 0.26% 109
2020
Q4 		$2.33M Sell
56,523
-14,777
-21% -$678K 0.21% 114
2020
Q3 		$3.27M Sell
71,300
-4,924
-6% -$228K 0.25% 110
2020
Q2 		$3.34M Sell
76,224
-6,281
-8% -$282K 0.28% 103
2020
Q1 		$3.27M Buy
+82,505
New +$3.7M 0.33% 98

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oak Ridge Investments's KIDS Position: Q4 2023 in Review

Oak Ridge Investments sold out of OrthoPediatrics (KIDS) in Q4 2023, closing a stake of 25,520 shares — an estimated $817K sold.

Oak Ridge Investments first reported a position in KIDS in Q1 2020 and held it in 15 quarters. The position peaked at $3.38M in Q2 2021. 129 funds tracked by Wall St. Rank hold KIDS as of Q4 2023.

  • Oak Ridge Investments reported no remaining OrthoPediatrics position as of Q4 2023 after selling out during the quarter.
  • Oak Ridge Investments sold 25,520 OrthoPediatrics shares in Q4 2023, an estimated $817K.
  • Oak Ridge Investments first reported a position in OrthoPediatrics in Q1 2020 and held it in 15 quarters.
  • Oak Ridge Investments's OrthoPediatrics position peaked at $3.38M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2023.

Based on Oak Ridge Investments's 13F filing for Q4 2023, filed 16 Jan 2024.