AJ Wealth Strategies’s KKR & Co KKR Stock Holding History

AJ Wealth Strategies’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
2022 Q1	–	Sell	-2,758	Closed	-$205K	–	328
2021 Q4	$205K	Buy	+2,758	New	+$203K	0.01%	282

Other funds holding KKR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

AJ Wealth Strategies's KKR Position: Q1 2022 in Review

AJ Wealth Strategies sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 2,758 shares — an estimated $205K sold.

AJ Wealth Strategies first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

AJ Wealth Strategies reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
AJ Wealth Strategies sold 2,758 KKR & Co shares in Q1 2022, an estimated $205K.
AJ Wealth Strategies first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
AJ Wealth Strategies's KKR & Co position peaked at $205K in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.