APA
KKR icon

American Portfolios Advisors’s KKR & Co KKR Stock Holding History

American Portfolios 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
2022
Q3 		$369K Sell
8,577
-35
-0.4% -$1.77K 0.02% 767
2022
Q2 		$399K Sell
8,612
-3
-0% -$157 0.02% 752
2022
Q1 		$504K Sell
8,615
-15
-0.2% -$944 0.02% 727
2021
Q4 		$643K Sell
8,630
-2,496
-22% -$184K 0.02% 632
2021
Q3 		$677K Buy
11,126
+13
+0.1% +$816 0.03% 579
2021
Q2 		$658K Buy
11,113
+179
+2% +$9.93K 0.03% 604
2021
Q1 		$534K Sell
10,934
-131
-1% -$5.86K 0.02% 624
2020
Q4 		$448K Buy
11,065
+122
+1% +$4.61K 0.02% 597
2020
Q3 		$376K Buy
10,943
+1,387
+15% +$48.5K 0.02% 567
2020
Q2 		$295K Sell
9,556
-6,469
-40% -$174K 0.02% 600
2020
Q1 		$376K Buy
16,025
+1,029
+7% +$29.5K 0.03% 440
2019
Q4 		$437K Buy
14,996
+892
+6% +$25.4K 0.03% 466
2019
Q3 		$379K Buy
14,104
+364
+3% +$9.6K 0.03% 493
2019
Q2 		$347K Buy
13,740
+1,199
+10% +$28.7K 0.03% 520
2019
Q1 		$295K Buy
12,541
+1,109
+10% +$25.3K 0.03% 522
2018
Q4 		$224K Buy
11,432
+835
+8% +$19.1K 0.03% 481
2018
Q3 		$289K Buy
10,597
+1,342
+15% +$35.9K 0.03% 463
2018
Q2 		$230K Buy
9,255
+17
+0.2% +$378 0.03% 491
2018
Q1 		$188K Sell
9,238
-23
-0.2% -$511 0.03% 542
2017
Q4 		$195K Buy
+9,261
New +$186K 0.03% 509

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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

American Portfolios Advisors's KKR Position: Q3 2022 in Review

American Portfolios Advisors reduced its KKR & Co (KKR) stake by 0.41% in Q3 2022, selling an estimated $1.77K and leaving 8,577 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #767.

American Portfolios Advisors first reported a position in KKR in Q4 2017 and has held it in 20 quarters since. The position peaked at $677K in Q3 2021. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • American Portfolios Advisors held 8,577 shares of KKR & Co worth $369K as of Q3 2022.
  • American Portfolios Advisors sold 35 KKR & Co shares in Q3 2022, an estimated $1.77K.
  • KKR & Co made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #767 holding.
  • American Portfolios Advisors first reported a position in KKR & Co in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's KKR & Co position peaked at $677K in Q3 2021.
  • 713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.