Stifel Financial
KIDS icon

Stifel Financial’s OrthoPediatrics KIDS Stock Holding History

Stifel Financial’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,839
Closed -$256K – 3352
2023
Q2 		$256K Sell
5,839
-81
-1% -$3.73K ﹤0.01% 2922
2023
Q1 		$262K Sell
5,920
-756
-11% -$33.4K ﹤0.01% 2899
2022
Q4 		$265K Buy
6,676
+1,230
+23% +$51.2K ﹤0.01% 2841
2022
Q3 		$251K Sell
5,446
-5,650
-51% -$277K ﹤0.01% 2831
2022
Q2 		$479K Hold
11,096
– – ﹤0.01% 2485
2022
Q1 		$599K Buy
11,096
+586
+6% +$29.9K ﹤0.01% 2472
2021
Q4 		$630K Sell
10,510
-100
-0.9% -$6.22K ﹤0.01% 2454
2021
Q3 		$695K Sell
10,610
-130
-1% -$8.44K ﹤0.01% 2363
2021
Q2 		$679K Buy
10,740
+180
+2% +$10.3K ﹤0.01% 2396
2021
Q1 		$515K Buy
10,560
+69
+0.7% +$3.31K ﹤0.01% 2468
2020
Q4 		$433K Buy
10,491
+4,240
+68% +$194K ﹤0.01% 2408
2020
Q3 		$287K Hold
6,251
– – ﹤0.01% 2432
2020
Q2 		$273K Sell
6,251
-228
-4% -$10.3K ﹤0.01% 2413
2020
Q1 		$258K Buy
6,479
+178
+3% +$7.98K ﹤0.01% 2284
2019
Q4 		$296K Sell
6,301
-1,549
-20% -$60K ﹤0.01% 2537
2019
Q3 		$277K Hold
7,850
– – ﹤0.01% 2483
2019
Q2 		$308K Sell
7,850
-518
-6% -$20.9K ﹤0.01% 2485
2019
Q1 		$371K Buy
8,368
+668
+9% +$25.4K ﹤0.01% 2234
2018
Q4 		$268K Hold
7,700
– – ﹤0.01% 2296
2018
Q3 		$283K Buy
+7,700
New +$236K ﹤0.01% 2393
2018
Q2 		– Sell
-12,982
Closed -$196K – 2758
2018
Q1 		$196K Buy
+12,982
New +$230K ﹤0.01% 2473

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stifel Financial's KIDS Position: Q3 2023 in Review

Stifel Financial sold out of OrthoPediatrics (KIDS) in Q3 2023, closing a stake of 5,839 shares — an estimated $256K sold.

Stifel Financial first reported a position in KIDS in Q1 2018 and held it in 21 quarters. The position peaked at $695K in Q3 2021. 117 funds tracked by Wall St. Rank hold KIDS as of Q3 2023.

  • Stifel Financial reported no remaining OrthoPediatrics position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 5,839 OrthoPediatrics shares in Q3 2023, an estimated $256K.
  • Stifel Financial first reported a position in OrthoPediatrics in Q1 2018 and held it in 21 quarters.
  • Stifel Financial's OrthoPediatrics position peaked at $695K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.