UAS
KBR icon

United Asset Strategies’s KBR KBR Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-22,405
Closed -$1.32M – 245
2023
Q3 		$1.32M Buy
22,405
+1,081
+5% +$66.6K 0.17% 123
2023
Q2 		$1.39M Sell
21,324
-571
-3% -$34K 0.17% 119
2023
Q1 		$1.21M Buy
+21,895
New +$1.15M 0.16% 125
2022
Q3 		– Sell
-24,076
Closed -$1.17M – 220
2022
Q2 		$1.17M Buy
24,076
+504
+2% +$24.9K 0.17% 110
2022
Q1 		$1.29M Buy
+23,572
New +$1.15M 0.16% 113

Other funds holding KBR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

United Asset Strategies's KBR Position: Q4 2023 in Review

United Asset Strategies sold out of KBR (KBR) in Q4 2023, closing a stake of 22,405 shares — an estimated $1.32M sold.

United Asset Strategies first reported a position in KBR in Q1 2022 and held it in 5 quarters. The position peaked at $1.39M in Q2 2023. 367 funds tracked by Wall St. Rank hold KBR as of Q4 2023.

  • United Asset Strategies reported no remaining KBR position as of Q4 2023 after selling out during the quarter.
  • United Asset Strategies sold 22,405 KBR shares in Q4 2023, an estimated $1.32M.
  • United Asset Strategies first reported a position in KBR in Q1 2022 and held it in 5 quarters.
  • United Asset Strategies's KBR position peaked at $1.39M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held KBR as of Q4 2023.

Based on United Asset Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.