United Capital Financial Advisors’s OrthoPediatrics KIDS Stock Holding History

United Capital Financial Advisors’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
2022 Q3	–	Sell	-59,941	Closed	-$2.59M	–	1122
2022 Q2	$2.59M	Sell	59,941 -5	-0%	-$229	0.01%	446
2022 Q1	$3.24M	Buy	59,946 +4,147	+7%	+$212K	0.02%	436
2021 Q4	$3.34M	Sell	55,799 -175	-0.3%	-$10.9K	0.02%	446
2021 Q3	$3.67M	Sell	55,974 -16,358	-23%	-$1.06M	0.02%	418
2021 Q2	$4.57M	Buy	72,332 +3,452	+5%	+$198K	0.02%	386
2021 Q1	$3.36M	Sell	68,880 -10,000	-13%	-$480K	0.02%	416
2020 Q4	$3.25M	Hold	78,880	–	–	0.02%	416
2020 Q3	$3.65M	Buy	78,880 +8,306	+12%	+$385K	0.02%	389
2020 Q2	$3.09M	Hold	70,574	–	–	0.02%	434
2020 Q1	$2.8M	Buy	+70,574	New	+$3.16M	0.02%	434

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

United Capital Financial Advisors's KIDS Position: Q3 2022 in Review

United Capital Financial Advisors sold out of OrthoPediatrics (KIDS) in Q3 2022, closing a stake of 59,941 shares — an estimated $2.59M sold.

United Capital Financial Advisors first reported a position in KIDS in Q1 2020 and held it in 10 quarters. The position peaked at $4.57M in Q2 2021. 126 funds tracked by Wall St. Rank hold KIDS as of Q3 2022.

United Capital Financial Advisors reported no remaining OrthoPediatrics position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 59,941 OrthoPediatrics shares in Q3 2022, an estimated $2.59M.
United Capital Financial Advisors first reported a position in OrthoPediatrics in Q1 2020 and held it in 10 quarters.
United Capital Financial Advisors's OrthoPediatrics position peaked at $4.57M in Q2 2021.
126 funds tracked by Wall St. Rank held OrthoPediatrics as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.