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SVB Wealth’s Baker Hughes BKR Stock Holding History

SVB Wealth’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
-5,382
Closed -$237K – 658
2025
Q1 		$237K Sell
5,382
-5,342
-50% -$238K 0.01% 289
2024
Q4 		$440K Buy
+10,724
New +$433K 0.01% 449
2024
Q3 		– Sell
-10,703
Closed -$376K – 89
2024
Q2 		$376K Buy
10,703
+2,504
+31% +$82.1K 0.01% 494
2024
Q1 		$275K Sell
8,199
-2,337
-22% -$72.1K 0.01% 661
2023
Q4 		$360K Sell
10,536
-999
-9% -$34.1K 0.01% 575
2023
Q3 		$407K Sell
11,535
-2,160
-16% -$76.5K 0.01% 514
2023
Q2 		$433K Sell
13,695
-6,230
-31% -$182K 0.01% 529
2023
Q1 		$575K Buy
19,925
+1,121
+6% +$33.9K 0.01% 504
2022
Q4 		$555K Sell
18,804
-3,578
-16% -$98.7K 0.01% 536
2022
Q3 		$470K Sell
22,382
-3,366
-13% -$84.3K 0.01% 547
2022
Q2 		$743K Buy
25,748
+8,643
+51% +$292K 0.01% 374
2022
Q1 		$622K Sell
17,105
-3,337
-16% -$101K 0.01% 405
2021
Q4 		$491K Buy
20,442
+5,895
+41% +$146K 0.01% 448
2021
Q3 		$359K Buy
14,547
+1,329
+10% +$29.6K ﹤0.01% 707
2021
Q2 		$303K Buy
+13,218
New +$305K ﹤0.01% 749
2017
Q4 		– Sell
-6,787
Closed -$249K – 478
2017
Q3 		$249K Buy
+6,787
New +$241K 0.01% 416

Other funds holding BKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return