Arlington Financial Advisors’s KKR & Co KKR Stock Holding History

Arlington Financial 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 Q2	–	Sell	-5,465	Closed	-$550K	–	71
2024 Q1	$550K	Hold	5,465	–	–	0.12%	55
2023 Q4	$453K	Sell	5,465 -400	-7%	-$27.1K	0.14%	62
2023 Q3	$361K	Hold	5,865	–	–	0.13%	51
2023 Q2	$328K	Sell	5,865 -6	-0.1%	-$314	0.12%	49
2023 Q1	$308K	Buy	5,871 +6	+0.1%	+$322	0.12%	50
2022 Q4	$272K	Hold	5,865	–	–	0.11%	57
2022 Q3	$252K	Hold	5,865	–	–	0.13%	47
2022 Q2	$271K	Hold	5,865	–	–	0.12%	46
2022 Q1	$343K	Hold	5,865	–	–	0.13%	47
2021 Q4	$437K	Hold	5,865	–	–	0.15%	56
2021 Q3	$357K	Hold	5,865	–	–	0.14%	46
2021 Q2	$347K	Buy	+5,865	New	+$325K	0.13%	50

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

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Arlington Financial Advisors's KKR Position: Q2 2024 in Review

Arlington Financial Advisors sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 5,465 shares — an estimated $550K sold.

Arlington Financial Advisors first reported a position in KKR in Q2 2021 and held it in 12 quarters. The position peaked at $550K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

Arlington Financial Advisors reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
Arlington Financial Advisors sold 5,465 KKR & Co shares in Q2 2024, an estimated $550K.
Arlington Financial Advisors first reported a position in KKR & Co in Q2 2021 and held it in 12 quarters.
Arlington Financial Advisors's KKR & Co position peaked at $550K in Q1 2024.
1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Arlington Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.