PTC
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Petrus Trust Company’s OrthoPediatrics KIDS Stock Holding History

Petrus Trust Company’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
2024
Q2 		– Sell
-6,965
Closed -$203K – 677
2024
Q1 		$203K Sell
6,965
-5,569
-44% -$156K 0.02% 575
2023
Q4 		$407K Buy
+12,534
New +$363K 0.04% 315

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petrus Trust Company's KIDS Position: Q2 2024 in Review

Petrus Trust Company sold out of OrthoPediatrics (KIDS) in Q2 2024, closing a stake of 6,965 shares — an estimated $203K sold.

Petrus Trust Company first reported a position in KIDS in Q4 2023 and held it in 2 quarters. The position peaked at $407K in Q4 2023. 122 funds tracked by Wall St. Rank hold KIDS as of Q2 2024.

  • Petrus Trust Company reported no remaining OrthoPediatrics position as of Q2 2024 after selling out during the quarter.
  • Petrus Trust Company sold 6,965 OrthoPediatrics shares in Q2 2024, an estimated $203K.
  • Petrus Trust Company first reported a position in OrthoPediatrics in Q4 2023 and held it in 2 quarters.
  • Petrus Trust Company's OrthoPediatrics position peaked at $407K in Q4 2023.
  • 122 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.