Simon Quick Advisors’s Baker Hughes BKR Stock Holding History

Simon Quick 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 Q2	–	Sell	-8,197	Closed	-$360K	–	389
2025 Q1	$360K	Buy	+8,197	New	+$366K	0.02%	379
2024 Q2	–	Sell	-7,975	Closed	-$267K	–	394
2024 Q1	$267K	Buy	+7,975	New	+$246K	0.02%	328
2018 Q1	–	Sell	-16	Closed	-$1K	–	325
2017 Q4	$1K	Buy	+16	New	+$513	﹤0.01%	421

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Simon Quick Advisors's BKR Position: Q2 2025 in Review

Simon Quick Advisors sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 8,197 shares — an estimated $360K sold.

Simon Quick Advisors first reported a position in BKR in Q4 2017 and held it in 3 quarters. The position peaked at $360K in Q1 2025. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Simon Quick Advisors reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 8,197 Baker Hughes shares in Q2 2025, an estimated $360K.
Simon Quick Advisors first reported a position in Baker Hughes in Q4 2017 and held it in 3 quarters.
Simon Quick Advisors's Baker Hughes position peaked at $360K in Q1 2025.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.