Sageworth Trust’s KBR KBR Stock Holding History

Sageworth Trust’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
2023 Q2	–	Sell	-198	Closed	-$10.9K	–	261
2023 Q1	$10.9K	Hold	198	–	–	﹤0.01%	278
2022 Q4	$10K	Hold	198	–	–	﹤0.01%	206
2022 Q3	$9K	Hold	198	–	–	﹤0.01%	202
2022 Q2	$10K	Hold	198	–	–	﹤0.01%	225
2022 Q1	$11K	Hold	198	–	–	﹤0.01%	174
2021 Q4	$9K	Sell	198 -662	-77%	-$29.2K	﹤0.01%	290
2021 Q3	$34K	Hold	860	–	–	﹤0.01%	253
2021 Q2	$33K	Buy	+860	New	+$34.1K	﹤0.01%	301
2019 Q2	–	Sell	-1,811	Closed	-$35K	–	234
2019 Q1	$35K	Buy	+1,811	New	+$32.7K	﹤0.01%	104

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sageworth Trust's KBR Position: Q2 2023 in Review

Sageworth Trust sold out of KBR (KBR) in Q2 2023, closing a stake of 198 shares — an estimated $10.9K sold.

Sageworth Trust first reported a position in KBR in Q1 2019 and held it in 9 quarters. The position peaked at $35K in Q1 2019. 377 funds tracked by Wall St. Rank hold KBR as of Q2 2023.

Sageworth Trust reported no remaining KBR position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 198 KBR shares in Q2 2023, an estimated $10.9K.
Sageworth Trust first reported a position in KBR in Q1 2019 and held it in 9 quarters.
Sageworth Trust's KBR position peaked at $35K in Q1 2019.
377 funds tracked by Wall St. Rank held KBR as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.