Auxano Advisors’s KKR & Co KKR Stock Holding History

Auxano 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 Q1	–	Sell	-5,895	Closed	-$488K	–	155
2023 Q4	$488K	Buy	+5,895	New	+$399K	0.16%	89

Other funds holding KKR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

ACM

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Auxano Advisors's KKR Position: Q1 2024 in Review

Auxano Advisors sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 5,895 shares — an estimated $488K sold.

Auxano Advisors first reported a position in KKR in Q4 2023 and held it in 1 quarter. The position peaked at $488K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

Auxano Advisors reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
Auxano Advisors sold 5,895 KKR & Co shares in Q1 2024, an estimated $488K.
Auxano Advisors first reported a position in KKR & Co in Q4 2023 and held it in 1 quarter.
Auxano Advisors's KKR & Co position peaked at $488K in Q4 2023.
1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Auxano Advisors's 13F filing for Q1 2024, filed 3 May 2024.