RA
KIDS icon

Royce & Associates’s OrthoPediatrics KIDS Stock Holding History

Royce & Associates’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
Q4 		– Sell
-13,220
Closed -$358K – 874
2024
Q3 		$358K Hold
13,220
– – ﹤0.01% 814
2024
Q2 		$380K Sell
13,220
-42,403
-76% -$1.3M ﹤0.01% 808
2024
Q1 		$1.62M Sell
55,623
-85,975
-61% -$2.4M 0.01% 661
2023
Q4 		$4.6M Buy
141,598
+7,475
+6% +$217K 0.04% 508
2023
Q3 		$4.29M Hold
134,123
– – 0.04% 505
2023
Q2 		$5.88M Sell
134,123
-3,400
-2% -$157K 0.06% 463
2023
Q1 		$6.09M Sell
137,523
-2,200
-2% -$97.2K 0.06% 441
2022
Q4 		$5.55M Buy
139,723
+200
+0.1% +$8.33K 0.06% 437
2022
Q3 		$6.44M Hold
139,523
– – 0.07% 386
2022
Q2 		$6.02M Sell
139,523
-400
-0.3% -$18.3K 0.06% 429
2022
Q1 		$7.55M Sell
139,923
-7,000
-5% -$358K 0.06% 441
2021
Q4 		$8.79M Sell
146,923
-1,177
-0.8% -$73.3K 0.07% 428
2021
Q3 		$9.7M Hold
148,100
– – 0.07% 421
2021
Q2 		$9.36M Hold
148,100
– – 0.06% 444
2021
Q1 		$7.22M Sell
148,100
-193,500
-57% -$9.29M 0.05% 526
2020
Q4 		$14.1M Buy
341,600
+106,800
+45% +$4.9M 0.12% 276
2020
Q3 		$10.8M Buy
234,800
+119,300
+103% +$5.53M 0.12% 262
2020
Q2 		$5.05M Sell
115,500
-24,800
-18% -$1.12M 0.06% 459
2020
Q1 		$5.56M Sell
140,300
-5,300
-4% -$238K 0.08% 346
2019
Q4 		$6.84M Buy
145,600
+24,700
+20% +$957K 0.06% 413
2019
Q3 		$4.26M Sell
120,900
-7,900
-6% -$274K 0.04% 513
2019
Q2 		$5.02M Sell
128,800
-44,100
-26% -$1.78M 0.05% 487
2019
Q1 		$7.65M Sell
172,900
-20,600
-11% -$784K 0.06% 399
2018
Q4 		$6.75M Buy
193,500
+13,000
+7% +$412K 0.06% 433
2018
Q3 		$6.61M Sell
180,500
-2,100
-1% -$64.3K 0.05% 512
2018
Q2 		$4.86M Buy
182,600
+72,600
+66% +$1.55M 0.03% 592
2018
Q1 		$1.66M Hold
110,000
– – 0.01% 887
2017
Q4 		$2.11M Buy
+110,000
New +$2.1M 0.01% 834

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates's KIDS Position: Q4 2024 in Review

Royce & Associates sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 13,220 shares — an estimated $358K sold.

Royce & Associates first reported a position in KIDS in Q4 2017 and held it in 28 quarters. The position peaked at $14.1M in Q4 2020. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

  • Royce & Associates reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
  • Royce & Associates sold 13,220 OrthoPediatrics shares in Q4 2024, an estimated $358K.
  • Royce & Associates first reported a position in OrthoPediatrics in Q4 2017 and held it in 28 quarters.
  • Royce & Associates's OrthoPediatrics position peaked at $14.1M in Q4 2020.
  • 108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Royce & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.