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

Baystate 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
2023
Q4 		$27K Buy
325
+21
+7% +$1.42K ﹤0.01% 496
2023
Q3 		$18.7K Buy
304
+235
+341% +$14.3K ﹤0.01% 486
2023
Q2 		$3.88K Hold
69
– – ﹤0.01% 746
2023
Q1 		$3.62K Buy
+69
New +$3.7K ﹤0.01% 736

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
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's KKR Position: Q4 2023 in Review

Baystate Wealth Management increased its KKR & Co (KKR) stake by 6.9% in Q4 2023, buying an estimated $1.42K and bringing the position to 325 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Baystate Wealth Management first reported a position in KKR in Q1 2023 and has held it in 4 quarters since. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Baystate Wealth Management held 325 shares of KKR & Co worth $27K as of Q4 2023.
  • Baystate Wealth Management bought 21 KKR & Co shares in Q4 2023, an estimated $1.42K.
  • KKR & Co made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #496 holding.
  • Baystate Wealth Management first reported a position in KKR & Co in Q1 2023 and has held it in 4 quarters since.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.