AAM
Aureus Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+1,710
| New | +$227K | 0.01% | 188 |
|
|
2025
Q1 | – | Sell |
-1,692
| Closed | -$250K | – | 212 |
|
|
2024
Q4 | $250K | Sell |
1,692
-308
| -15% | -$45.6K | 0.02% | 183 |
|
|
2024
Q3 | $261K | Hold |
2,000
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $210K | Hold |
2,000
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $201K | Buy |
+2,000
| New | +$201K | 0.01% | 191 |
|
|
2015
Q4 | – | Sell |
-470,450
| Closed | -$7.89M | – | 162 |
|
|
2015
Q3 | $7.89M | Buy |
470,450
+50,760
| +12% | +$852K | 1.96% | 23 |
|
|
2015
Q2 | $9.59M | Buy |
+419,690
| New | +$9.59M | 2.02% | 20 |
|