Phoenix Financial’s KBR KBR Stock Holding History

Phoenix Financial’s Portfolio KBR Stock Details KBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-11,436	Closed	-$726K	–	399
2024 Q1	$726K	Sell	11,436 -4,144	-27%	-$236K	0.01%	245
2023 Q4	$858K	Buy	+15,580	New	+$859K	0.01%	218

Other funds holding KBR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

PIP

Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Financial's KBR Position: Q2 2024 in Review

Phoenix Financial sold out of KBR (KBR) in Q2 2024, closing a stake of 11,436 shares — an estimated $726K sold.

Phoenix Financial first reported a position in KBR in Q4 2023 and held it in 2 quarters. The position peaked at $858K in Q4 2023. 404 funds tracked by Wall St. Rank hold KBR as of Q2 2024.

Phoenix Financial reported no remaining KBR position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 11,436 KBR shares in Q2 2024, an estimated $726K.
Phoenix Financial first reported a position in KBR in Q4 2023 and held it in 2 quarters.
Phoenix Financial's KBR position peaked at $858K in Q4 2023.
404 funds tracked by Wall St. Rank held KBR as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.