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AXS Investments’s KKR & Co KKR Stock Holding History

AXS Investments’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
-16,471
Closed -$1.36M – 366
2023
Q4 		$1.36M Buy
+16,471
New +$1.12M 0.33% 108
2023
Q3 		– Sell
-22,452
Closed -$1.26M – 434
2023
Q2 		$1.26M Buy
+22,452
New +$1.18M 0.34% 110

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
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
Massachusetts Financial Services
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AXS Investments's KKR Position: Q1 2024 in Review

AXS Investments sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 16,471 shares — an estimated $1.36M sold.

AXS Investments first reported a position in KKR in Q2 2023 and held it in 2 quarters. The position peaked at $1.36M in Q4 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • AXS Investments reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • AXS Investments sold 16,471 KKR & Co shares in Q1 2024, an estimated $1.36M.
  • AXS Investments first reported a position in KKR & Co in Q2 2023 and held it in 2 quarters.
  • AXS Investments's KKR & Co position peaked at $1.36M in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on AXS Investments's 13F filing for Q1 2024, filed 13 May 2024.