Boaz Weinstein’s KKR Income Opportunities Fund KIO Stock Holding History

Boaz Weinstein’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-151,886	Closed	-$1.67M	–	650
2023 Q1	$1.67M	Buy	+151,886	New	+$1.71M	0.03%	352
2022 Q4	–	Sell	-74,368	Closed	-$851K	–	935
2022 Q3	$851K	Sell	74,368 -14,539	-16%	-$177K	0.01%	683
2022 Q2	$1.03M	Buy	88,907 +38,907	+78%	+$507K	0.01%	707
2022 Q1	$722K	Buy	+50,000	New	+$765K	0.01%	656
2020 Q2	–	Sell	-729,762	Closed	-$7.78M	–	140
2020 Q1	$7.78M	Buy	+729,762	New	+$10.6M	0.41%	55
2019 Q1	–	Sell	-88,841	Closed	-$1.27M	–	141
2018 Q4	$1.27M	Buy	+88,841	New	+$1.37M	0.05%	117
2014 Q2	–	Sell	-19,500	Closed	-$348K	–	216
2014 Q1	$348K	Hold	19,500	–	–	0.02%	197
2013 Q4	$350K	Buy	+19,500	New	+$346K	0.02%	179

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boaz Weinstein's KIO Position: Q2 2023 in Review

Boaz Weinstein sold out of KKR Income Opportunities Fund (KIO) in Q2 2023, closing a stake of 151,886 shares — an estimated $1.67M sold.

Boaz Weinstein first reported a position in KIO in Q4 2013 and held it in 8 quarters. The position peaked at $7.78M in Q1 2020. 57 funds tracked by Wall St. Rank hold KIO as of Q2 2023.

Boaz Weinstein reported no remaining KKR Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Boaz Weinstein sold 151,886 KKR Income Opportunities Fund shares in Q2 2023, an estimated $1.67M.
Boaz Weinstein first reported a position in KKR Income Opportunities Fund in Q4 2013 and held it in 8 quarters.
Boaz Weinstein's KKR Income Opportunities Fund position peaked at $7.78M in Q1 2020.
57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2023.

Based on Saba Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.