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Avitas Wealth Management’s KKR & Co KKR Stock Holding History

Avitas Wealth Management’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
Q4 		$5.01M Sell
33,858
-270
-0.8% -$39.6K 0.69% 34
2024
Q3 		$4.46M Sell
34,128
-342
-1% -$40.5K 0.63% 41
2024
Q2 		$3.63M Sell
34,470
-399
-1% -$40.6K 0.53% 49
2024
Q1 		$3.51M Sell
34,869
-408
-1% -$37.5K 0.53% 49
2023
Q4 		$2.92M Buy
35,277
+406
+1% +$27.5K 0.49% 52
2023
Q3 		$2.15M Sell
34,871
-768
-2% -$46.6K 0.41% 71
2023
Q2 		$2M Sell
35,639
-102
-0.3% -$5.34K 0.36% 82
2023
Q1 		$1.88M Sell
35,741
-131
-0.4% -$7.03K 0.37% 84
2022
Q4 		$1.67M Buy
35,872
+247
+0.7% +$12K 0.35% 83
2022
Q3 		$1.53M Buy
35,625
+527
+2% +$26.6K 0.35% 86
2022
Q2 		$1.63M Buy
35,098
+10,962
+45% +$575K 0.36% 93
2022
Q1 		$1.41M Sell
24,136
-26,356
-52% -$1.66M 0.25% 108
2021
Q4 		$3.76M Buy
50,492
+623
+1% +$46K 0.63% 61
2021
Q3 		$3.04M Sell
49,869
-835
-2% -$52.4K 0.55% 69
2021
Q2 		$3M Buy
50,704
+1,143
+2% +$63.4K 0.53% 71
2021
Q1 		$2.42M Sell
49,561
-3,421
-6% -$153K 0.47% 80
2020
Q4 		$2.15M Buy
52,982
+25
+0% +$945 0.43% 95
2020
Q3 		$1.82M Sell
52,957
-131
-0.2% -$4.58K 0.51% 75
2020
Q2 		$1.64M Sell
53,088
-2,543
-5% -$68.3K 0.54% 65
2020
Q1 		$1.31M Buy
+55,631
New +$1.6M 0.59% 66

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's KKR Position: Q4 2024 in Review

Avitas Wealth Management reduced its KKR & Co (KKR) stake by 0.79% in Q4 2024, selling an estimated $39.6K and leaving 33,858 shares worth $5.01M. The position accounts for 0.69% of the portfolio, ranked #34.

Avitas Wealth Management first reported a position in KKR in Q1 2020 and has held it in 20 quarters since. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Avitas Wealth Management held 33,858 shares of KKR & Co worth $5.01M as of Q4 2024.
  • Avitas Wealth Management sold 270 KKR & Co shares in Q4 2024, an estimated $39.6K.
  • KKR & Co made up 0.69% of Avitas Wealth Management's portfolio in Q4 2024, its #34 holding.
  • Avitas Wealth Management first reported a position in KKR & Co in Q1 2020 and has held it in 20 quarters since.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.