AIM
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Anchor Investment Management’s KKR & Co KKR Stock Holding History

Anchor Investment Management’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 		– Sell
-15
Closed -$1.96K – 1044
2024
Q3 		$1.96K Buy
+15
New +$1.77K ﹤0.01% 959
2022
Q1 		– Sell
-500
Closed -$37.3K – 1030
2021
Q4 		$37.3K Hold
500
– – ﹤0.01% 601
2021
Q3 		$30.4K Hold
500
– – ﹤0.01% 584
2021
Q2 		$29.6K Hold
500
– – ﹤0.01% 604
2021
Q1 		$24.4K Buy
+500
New +$22.4K ﹤0.01% 607
2020
Q2 		– Sell
-3,500
Closed -$82.1K – 895
2020
Q1 		$82.1K Sell
3,500
-4,930
-58% -$142K 0.02% 359
2019
Q4 		$246K Buy
8,430
+1
+0% +$28 0.05% 266
2019
Q3 		$226K Buy
8,429
+2
+0% +$53 0.05% 272
2019
Q2 		$213K Buy
8,427
+3
+0% +$72 0.05% 282
2019
Q1 		$198K Buy
8,424
+2
+0% +$46 0.05% 288
2018
Q4 		$165K Buy
8,422
+252
+3% +$5.76K 0.05% 300
2018
Q3 		$223K Hold
8,170
– – 0.05% 279
2018
Q2 		$203K Buy
8,170
+3
+0% +$67 0.05% 300
2018
Q1 		$166K Buy
8,167
+3
+0% +$67 0.04% 319
2017
Q4 		$172K Buy
8,164
+1,003
+14% +$20.1K 0.05% 302
2017
Q3 		$146K Sell
7,161
-997
-12% -$18.9K 0.04% 299
2017
Q2 		$152K Buy
8,158
+3
+0% +$55 0.05% 276
2017
Q1 		$149K Buy
8,155
+4
+0% +$71 0.05% 270
2016
Q4 		$125K Buy
8,151
+351
+5% +$5.29K 0.05% 277
2016
Q3 		$111K Sell
7,800
-265
-3% -$3.76K 0.04% 282
2016
Q2 		$99.5K Sell
8,065
-2,400
-23% -$32.1K 0.04% 286
2016
Q1 		$154K Buy
+10,465
New +$142K 0.06% 234

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

Anchor Investment Management's KKR Position: Q4 2024 in Review

Anchor Investment Management sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 15 shares — an estimated $1.96K sold.

Anchor Investment Management first reported a position in KKR in Q1 2016 and held it in 22 quarters. The position peaked at $246K in Q4 2019. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Anchor Investment Management reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 15 KKR & Co shares in Q4 2024, an estimated $1.96K.
  • Anchor Investment Management first reported a position in KKR & Co in Q1 2016 and held it in 22 quarters.
  • Anchor Investment Management's KKR & Co position peaked at $246K in Q4 2019.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.