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Belpointe Asset Management’s KKR & Co KKR Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-4,046
Closed -$407K – 898
2024
Q1 		$407K Buy
4,046
+878
+28% +$80.7K 0.03% 490
2023
Q4 		$263K Buy
+3,168
New +$215K 0.02% 572
2023
Q2 		– Sell
-16,778
Closed -$881K – 2058
2023
Q1 		$881K Buy
16,778
+4,256
+34% +$228K 0.05% 370
2022
Q4 		$581K Sell
12,522
-4,370
-26% -$213K 0.04% 473
2022
Q3 		$727K Buy
16,892
+2,161
+15% +$109K 0.05% 382
2022
Q2 		$682K Buy
14,731
+1,790
+14% +$93.9K 0.05% 390
2022
Q1 		$757K Buy
12,941
+852
+7% +$53.6K 0.05% 407
2021
Q4 		$900K Sell
12,089
-2,914
-19% -$215K 0.06% 348
2021
Q3 		$913K Buy
15,003
+4,013
+37% +$252K 0.06% 335
2021
Q2 		$651K Buy
10,990
+118
+1% +$6.55K 0.05% 412
2021
Q1 		$532K Buy
10,872
+118
+1% +$5.28K 0.05% 416
2020
Q4 		$435K Sell
10,754
-855
-7% -$32.3K 0.04% 442
2020
Q3 		$399K Sell
11,609
-1,137
-9% -$39.8K 0.04% 371
2020
Q2 		$394K Sell
12,746
-1,761
-12% -$47.3K 0.05% 345
2020
Q1 		$340K Sell
14,507
-695
-5% -$20K 0.06% 310
2019
Q4 		$443K Buy
15,202
+2,862
+23% +$81.5K 0.06% 346
2019
Q3 		$331K Sell
12,340
-7,405
-38% -$195K 0.05% 375
2019
Q2 		$499K Sell
19,745
-9,429
-32% -$226K 0.1% 228
2019
Q1 		$685K Buy
29,174
+7,132
+32% +$162K 0.13% 126
2018
Q4 		$433K Sell
22,042
-8,610
-28% -$197K 0.11% 202
2018
Q3 		$836K Buy
30,652
+9,080
+42% +$243K 0.13% 160
2018
Q2 		$536K Buy
21,572
+1,004
+5% +$22.3K 0.15% 151
2018
Q1 		$418K Sell
20,568
-4,245
-17% -$94.3K 0.12% 196
2017
Q4 		$523K Buy
24,813
+50
+0.2% +$1K 0.11% 208
2017
Q3 		$503K Buy
+24,763
New +$470K 0.12% 188

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Belpointe Asset Management's KKR Position: Q2 2024 in Review

Belpointe Asset Management sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 4,046 shares — an estimated $407K sold.

Belpointe Asset Management first reported a position in KKR in Q3 2017 and held it in 25 quarters. The position peaked at $913K in Q3 2021. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Belpointe Asset Management reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 4,046 KKR & Co shares in Q2 2024, an estimated $407K.
  • Belpointe Asset Management first reported a position in KKR & Co in Q3 2017 and held it in 25 quarters.
  • Belpointe Asset Management's KKR & Co position peaked at $913K in Q3 2021.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.