Rockefeller Capital Management
KIDS icon

Rockefeller Capital Management’s OrthoPediatrics KIDS Stock Holding History

Rockefeller Capital Management’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
Q2 		– Sell
-5,007
Closed -$221K – 1929
2023
Q1 		$221K Buy
+5,007
New +$221K ﹤0.01% 1766
2022
Q3 		– Sell
-231
Closed -$9K – 4143
2022
Q2 		$9K Buy
231
+180
+353% +$8.23K ﹤0.01% 3175
2022
Q1 		$2K Sell
51
-6
-11% -$307 ﹤0.01% 3614
2021
Q4 		$3K Buy
+57
New +$3.55K ﹤0.01% 3441

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockefeller Capital Management's KIDS Position: Q2 2023 in Review

Rockefeller Capital Management sold out of OrthoPediatrics (KIDS) in Q2 2023, closing a stake of 5,007 shares — an estimated $221K sold.

Rockefeller Capital Management first reported a position in KIDS in Q4 2021 and held it in 4 quarters. The position peaked at $221K in Q1 2023. 121 funds tracked by Wall St. Rank hold KIDS as of Q2 2023.

  • Rockefeller Capital Management reported no remaining OrthoPediatrics position as of Q2 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 5,007 OrthoPediatrics shares in Q2 2023, an estimated $221K.
  • Rockefeller Capital Management first reported a position in OrthoPediatrics in Q4 2021 and held it in 4 quarters.
  • Rockefeller Capital Management's OrthoPediatrics position peaked at $221K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held OrthoPediatrics as of Q2 2023.

Based on Rockefeller Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.