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Sierra Summit Advisors’s KBR KBR Stock Holding History

Sierra Summit 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
2024
Q1 		– Sell
-7,747
Closed -$429K – 186
2023
Q4 		$429K Buy
+7,747
New +$427K 0.13% 96

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sierra Summit Advisors's KBR Position: Q1 2024 in Review

Sierra Summit Advisors sold out of KBR (KBR) in Q1 2024, closing a stake of 7,747 shares — an estimated $429K sold.

Sierra Summit Advisors first reported a position in KBR in Q4 2023 and held it in 1 quarter. The position peaked at $429K in Q4 2023. 372 funds tracked by Wall St. Rank hold KBR as of Q1 2024.

  • Sierra Summit Advisors reported no remaining KBR position as of Q1 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 7,747 KBR shares in Q1 2024, an estimated $429K.
  • Sierra Summit Advisors first reported a position in KBR in Q4 2023 and held it in 1 quarter.
  • Sierra Summit Advisors's KBR position peaked at $429K in Q4 2023.
  • 372 funds tracked by Wall St. Rank held KBR as of Q1 2024.

Based on Sierra Summit Advisors's 13F filing for Q1 2024, filed 9 May 2024.