Trust Point Inc’s OrthoPediatrics KIDS Stock Holding History

Trust Point Inc’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
2024 Q4	–	Sell	-8,532	Closed	-$231K	–	574
2024 Q3	$231K	Buy	8,532 +773	+10%	+$23.4K	0.02%	457
2024 Q2	$223K	Buy	7,759 +322	+4%	+$9.87K	0.02%	455
2024 Q1	$217K	Buy	7,437 +789	+12%	+$22.1K	0.02%	491
2023 Q4	$216K	Buy	+6,648	New	+$193K	0.02%	467

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trust Point Inc's KIDS Position: Q4 2024 in Review

Trust Point Inc sold out of OrthoPediatrics (KIDS) in Q4 2024, closing a stake of 8,532 shares — an estimated $231K sold.

Trust Point Inc first reported a position in KIDS in Q4 2023 and held it in 4 quarters. The position peaked at $231K in Q3 2024. 108 funds tracked by Wall St. Rank hold KIDS as of Q4 2024.

Trust Point Inc reported no remaining OrthoPediatrics position as of Q4 2024 after selling out during the quarter.
Trust Point Inc sold 8,532 OrthoPediatrics shares in Q4 2024, an estimated $231K.
Trust Point Inc first reported a position in OrthoPediatrics in Q4 2023 and held it in 4 quarters.
Trust Point Inc's OrthoPediatrics position peaked at $231K in Q3 2024.
108 funds tracked by Wall St. Rank held OrthoPediatrics as of Q4 2024.

Based on Trust Point Inc's 13F filing for Q4 2024, filed 24 Jan 2025.