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Benedetti & Gucer’s KKR & Co KKR Stock Holding History

Benedetti & Gucer’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 		$212K Sell
2,112
-332
-14% -$30.5K 0.11% 129
2023
Q4 		$202K Buy
+2,444
New +$165K 0.11% 129

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

Benedetti & Gucer's KKR Position: Q1 2024 in Review

Benedetti & Gucer reduced its KKR & Co (KKR) stake by 14% in Q1 2024, selling an estimated $30.5K and leaving 2,112 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #129.

Benedetti & Gucer first reported a position in KKR in Q4 2023 and has held it in 2 quarters since. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Benedetti & Gucer held 2,112 shares of KKR & Co worth $212K as of Q1 2024.
  • Benedetti & Gucer sold 332 KKR & Co shares in Q1 2024, an estimated $30.5K.
  • KKR & Co made up 0.11% of Benedetti & Gucer's portfolio in Q1 2024, its #129 holding.
  • Benedetti & Gucer first reported a position in KKR & Co in Q4 2023 and has held it in 2 quarters since.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.