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Almanack Investment Partners’s KKR & Co KKR Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-92
Closed -$4K – 708
2022
Q3 		$4K Buy
+92
New +$4.65K ﹤0.01% 630
2022
Q1 		– Sell
-3,031
Closed -$226K – 515
2021
Q4 		$226K Buy
+3,031
New +$224K 0.02% 444

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Almanack Investment Partners's KKR Position: Q4 2022 in Review

Almanack Investment Partners sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 92 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in KKR in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q4 2021. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Almanack Investment Partners reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 92 KKR & Co shares in Q4 2022, an estimated $4K.
  • Almanack Investment Partners first reported a position in KKR & Co in Q4 2021 and held it in 2 quarters.
  • Almanack Investment Partners's KKR & Co position peaked at $226K in Q4 2021.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.