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AlphaCentric Advisors’s KKR & Co KKR Stock Holding History

AlphaCentric Advisors’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
Q4 		$86.7K Sell
586
-102
-15% -$15K 0.09% 167
2024
Q3 		$89.8K Sell
688
-18
-3% -$2.13K 0.07% 194
2024
Q2 		$74.3K Buy
+706
New +$71.9K 0.05% 193

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

AlphaCentric Advisors's KKR Position: Q4 2024 in Review

AlphaCentric Advisors reduced its KKR & Co (KKR) stake by 15% in Q4 2024, selling an estimated $15K and leaving 586 shares worth $86.7K. The position accounts for 0.09% of the portfolio, ranked #167.

AlphaCentric Advisors first reported a position in KKR in Q2 2024 and has held it in 3 quarters since. The position peaked at $89.8K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • AlphaCentric Advisors held 586 shares of KKR & Co worth $86.7K as of Q4 2024.
  • AlphaCentric Advisors sold 102 KKR & Co shares in Q4 2024, an estimated $15K.
  • KKR & Co made up 0.09% of AlphaCentric Advisors's portfolio in Q4 2024, its #167 holding.
  • AlphaCentric Advisors first reported a position in KKR & Co in Q2 2024 and has held it in 3 quarters since.
  • AlphaCentric Advisors's KKR & Co position peaked at $89.8K in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.