Steward Financial Group’s KBR KBR Stock Holding History

Steward Financial Group’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 Q3	$4K	Buy	+78	New	+$4.81K	﹤0.01%	732
2023 Q2	–	Sell	-74	Closed	-$4K	–	744
2023 Q1	$4K	Buy	74 +48	+185%	+$2.51K	﹤0.01%	360
2022 Q4	$1K	Buy	+26	New	+$1.29K	﹤0.01%	433
2022 Q3	–	Sell	-4	Closed	–	–	717
2022 Q2	$0	Buy	+4	New	+$198	﹤0.01%	1169

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

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

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

Steward Financial Group's KBR Position: Q3 2023 in Review

Steward Financial Group opened a new position in KBR (KBR) in Q3 2023: 78 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KBR as recently as Q1 2023.

Steward Financial Group first reported a position in KBR in Q2 2022 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold KBR as of Q3 2023.

Steward Financial Group held 78 shares of KBR worth $4K as of Q3 2023.
KBR was a new Steward Financial Group position in Q3 2023.
KBR made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #732 holding.
Steward Financial Group first reported a position in KBR in Q2 2022 and has held it in 4 quarters since.
380 funds tracked by Wall St. Rank held KBR as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.