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Schechter Investment Advisors’s KBR KBR Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$219K Sell
4,399
-714
-14% -$38.1K 0.02% 539
2024
Q4 		$296K Buy
+5,113
New +$326K 0.02% 494

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return

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

Schechter Investment Advisors reduced its KBR (KBR) stake by 14% in Q1 2025, selling an estimated $38.1K and leaving 4,399 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #539.

Schechter Investment Advisors first reported a position in KBR in Q4 2024 and has held it in 2 quarters since. The position peaked at $296K in Q4 2024. 392 funds tracked by Wall St. Rank hold KBR as of Q1 2025.

  • Schechter Investment Advisors held 4,399 shares of KBR worth $219K as of Q1 2025.
  • Schechter Investment Advisors sold 714 KBR shares in Q1 2025, an estimated $38.1K.
  • KBR made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #539 holding.
  • Schechter Investment Advisors first reported a position in KBR in Q4 2024 and has held it in 2 quarters since.
  • Schechter Investment Advisors's KBR position peaked at $296K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held KBR as of Q1 2025.

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