Annapolis Financial Services’s KKR & Co KKR Stock Holding History

Annapolis Financial Services’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 Q3	$458	Buy	+4	New	+$473	﹤0.01%	403

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annapolis Financial Services's KKR Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in KKR & Co (KKR) in Q3 2024: 4 shares worth $458. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings.

1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

Annapolis Financial Services held 4 shares of KKR & Co worth $458 as of Q3 2024.
KKR & Co was a new Annapolis Financial Services position in Q3 2024.
KKR & Co made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #403 holding.
1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.