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Sugarloaf Wealth Management’s KBR KBR Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-17
Closed -$907 – 747
2022
Q4 		$907 Sell
17
-1
-6% -$50 ﹤0.01% 712
2022
Q3 		$1K Hold
18
– – ﹤0.01% 773
2022
Q2 		$1K Buy
18
+1
+6% +$49 ﹤0.01% 742
2022
Q1 		$1K Sell
17
-1
-6% -$49 ﹤0.01% 682
2021
Q4 		$1K Hold
18
– – ﹤0.01% 714
2021
Q3 		$1K Buy
18
+1
+6% +$39 ﹤0.01% 725
2021
Q2 		$1K Hold
17
– – ﹤0.01% 717
2021
Q1 		$1 Hold
17
– – ﹤0.01% 711
2020
Q4 		$1K Hold
17
– – ﹤0.01% 678
2020
Q3 		$0 Hold
17
– – ﹤0.01% 698
2020
Q2 		$0 Hold
17
– – ﹤0.01% 701
2020
Q1 		$0 Hold
17
– – ﹤0.01% 714
2019
Q4 		$1K Buy
+17
New +$478 ﹤0.01% 672

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sugarloaf Wealth Management's KBR Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of KBR (KBR) in Q1 2023, closing a stake of 17 shares — an estimated $907 sold.

Sugarloaf Wealth Management first reported a position in KBR in Q4 2019 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 347 funds tracked by Wall St. Rank hold KBR as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining KBR position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 17 KBR shares in Q1 2023, an estimated $907.
  • Sugarloaf Wealth Management first reported a position in KBR in Q4 2019 and held it in 13 quarters.
  • Sugarloaf Wealth Management's KBR position peaked at $1K in Q3 2022.
  • 347 funds tracked by Wall St. Rank held KBR as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.