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Schechter Investment Advisors’s Baker Hughes BKR Stock Holding History

Schechter Investment Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$233K Sell
5,293
-885
-14% -$39.5K 0.02% 522
2024
Q4 		$253K Buy
+6,178
New +$249K 0.02% 525
2024
Q1 		– Sell
-6,644
Closed -$227K – 667
2023
Q4 		$227K Sell
6,644
-557
-8% -$19K 0.02% 532
2023
Q3 		$254K Sell
7,201
-332
-4% -$11.8K 0.02% 493
2023
Q2 		$238K Buy
+7,533
New +$220K 0.02% 544
2023
Q1 		– Sell
-6,782
Closed -$200K – 706
2022
Q4 		$200K Buy
+6,782
New +$187K 0.02% 764
2022
Q2 		– Sell
-7,031
Closed -$256K – 958
2022
Q1 		$256K Buy
+7,031
New +$213K 0.02% 761

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's BKR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Baker Hughes (BKR) stake by 14% in Q1 2025, selling an estimated $39.5K and leaving 5,293 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #522.

Schechter Investment Advisors first reported a position in BKR in Q1 2022 and has held it in 7 quarters since. The position peaked at $256K in Q1 2022. 958 funds tracked by Wall St. Rank hold BKR as of Q1 2025.

  • Schechter Investment Advisors held 5,293 shares of Baker Hughes worth $233K as of Q1 2025.
  • Schechter Investment Advisors sold 885 Baker Hughes shares in Q1 2025, an estimated $39.5K.
  • Baker Hughes made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #522 holding.
  • Schechter Investment Advisors first reported a position in Baker Hughes in Q1 2022 and has held it in 7 quarters since.
  • Schechter Investment Advisors's Baker Hughes position peaked at $256K in Q1 2022.
  • 958 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.