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Axim Planning & Wealth’s KKR & Co KKR Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-174
Closed -$7K – 110
2022
Q3 		$7K Hold
174
– – 0.01% 125
2022
Q2 		$8K Buy
+174
New +$9.13K 0.01% 100

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axim Planning & Wealth's KKR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 174 shares — an estimated $7K sold.

Axim Planning & Wealth first reported a position in KKR in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Axim Planning & Wealth reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 174 KKR & Co shares in Q4 2022, an estimated $7K.
  • Axim Planning & Wealth first reported a position in KKR & Co in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's KKR & Co position peaked at $8K in Q2 2022.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.