9WM
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9258 Wealth Management’s KKR & Co KKR Stock Holding History

9258 Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$683K Sell
5,234
-97
-2% -$11.5K 0.1% 162
2024
Q2 		$561K Sell
5,331
-315
-6% -$32.1K 0.09% 177
2024
Q1 		$568K Buy
5,646
+814
+17% +$74.9K 0.09% 181
2023
Q4 		$400K Buy
4,832
+1
+0% +$68 0.07% 215
2023
Q3 		$298K Buy
4,831
+50
+1% +$3.04K 0.06% 247
2023
Q2 		$268K Sell
4,781
-133
-3% -$6.97K 0.05% 266
2023
Q1 		$258K Sell
4,914
-21
-0.4% -$1.13K 0.05% 270
2022
Q4 		$229K Sell
4,935
-8
-0.2% -$390 0.05% 286
2022
Q3 		$213K Buy
4,943
+2
+0% +$101 0.05% 294
2022
Q2 		$229K Buy
4,941
+127
+3% +$6.66K 0.06% 295
2022
Q1 		$281K Buy
4,814
+56
+1% +$3.52K 0.07% 293
2021
Q4 		$354K Sell
4,758
-2
-0% -$148 0.08% 253
2021
Q3 		$290K Sell
4,760
-35
-0.7% -$2.2K 0.08% 266
2021
Q2 		$284K Sell
4,795
-1,151
-19% -$63.9K 0.08% 273
2021
Q1 		$290K Buy
+5,946
New +$266K 0.09% 252

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's KKR Position: Q3 2024 in Review

9258 Wealth Management reduced its KKR & Co (KKR) stake by 1.8% in Q3 2024, selling an estimated $11.5K and leaving 5,234 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #162.

9258 Wealth Management first reported a position in KKR in Q1 2021 and has held it in 15 quarters since. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • 9258 Wealth Management held 5,234 shares of KKR & Co worth $683K as of Q3 2024.
  • 9258 Wealth Management sold 97 KKR & Co shares in Q3 2024, an estimated $11.5K.
  • KKR & Co made up 0.1% of 9258 Wealth Management's portfolio in Q3 2024, its #162 holding.
  • 9258 Wealth Management first reported a position in KKR & Co in Q1 2021 and has held it in 15 quarters since.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.