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Advisor Resource Council’s KKR & Co KKR Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-9,953
Closed -$825K – 146
2024
Q1 		$825K Buy
+9,953
New +$915K 0.35% 70
2023
Q4 		– Sell
-9,878
Closed -$608K – 511
2023
Q3 		$608K Buy
9,878
+500
+5% +$30.4K 0.31% 57
2023
Q2 		$525K Sell
9,378
-3,180
-25% -$167K 0.24% 69
2023
Q1 		$647K Buy
+12,558
New +$674K 0.16% 155
2022
Q1 		– Sell
-3,200
Closed -$238K – 383
2021
Q4 		$238K Buy
+3,200
New +$236K 0.02% 513
2021
Q3 		– Sell
-4,000
Closed -$237K – 352
2021
Q2 		$237K Buy
+4,000
New +$222K 0.02% 440

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Advisor Resource Council's KKR Position: Q2 2024 in Review

Advisor Resource Council sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 9,953 shares — an estimated $825K sold.

Advisor Resource Council first reported a position in KKR in Q2 2021 and held it in 6 quarters. The position peaked at $825K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Advisor Resource Council reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 9,953 KKR & Co shares in Q2 2024, an estimated $825K.
  • Advisor Resource Council first reported a position in KKR & Co in Q2 2021 and held it in 6 quarters.
  • Advisor Resource Council's KKR & Co position peaked at $825K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.