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Arlington Partners’s KKR & Co KKR Stock Holding History

Arlington Partners’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
2023
Q4 		– Sell
-419
Closed -$25.8K – 315
2023
Q3 		$25.8K Hold
419
– – 0.01% 167
2023
Q2 		$23.5K Sell
419
-1,145
-73% -$60K ﹤0.01% 378
2023
Q1 		$82.1K Buy
1,564
+1,034
+195% +$55.5K 0.01% 233
2022
Q4 		$24.6K Hold
530
– – ﹤0.01% 288
2022
Q3 		$23K Hold
530
– – 0.01% 252
2022
Q2 		$25K Sell
530
-1,103
-68% -$57.9K 0.01% 308
2022
Q1 		$95K Hold
1,633
– – 0.03% 185
2021
Q4 		$122K Hold
1,633
– – 0.03% 171
2021
Q3 		$99K Buy
+1,633
New +$103K 0.03% 172

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arlington Partners's KKR Position: Q4 2023 in Review

Arlington Partners sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 419 shares — an estimated $25.8K sold.

Arlington Partners first reported a position in KKR in Q3 2021 and held it in 9 quarters. The position peaked at $122K in Q4 2021. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Arlington Partners reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Arlington Partners sold 419 KKR & Co shares in Q4 2023, an estimated $25.8K.
  • Arlington Partners first reported a position in KKR & Co in Q3 2021 and held it in 9 quarters.
  • Arlington Partners's KKR & Co position peaked at $122K in Q4 2021.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Arlington Partners's 13F filing for Q4 2023, filed 24 Jan 2024.