Boaz Weinstein’s KKR & Co KKR Stock Holding History

Boaz Weinstein’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	–	Sell	-38,728	Closed	-$2.62M	–	511
2023 Q3	$2.39M	Sell	38,728 -28,910	-43%	-$1.76M	0.06%	197
2023 Q2	$3.79M	Buy	+67,638	New	+$3.54M	0.1%	174

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Boaz Weinstein's KKR Position: Q4 2023 in Review

Boaz Weinstein sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 38,728 shares — an estimated $2.62M sold.

Boaz Weinstein first reported a position in KKR in Q2 2023 and held it in 2 quarters. The position peaked at $3.79M in Q2 2023. 922 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

Boaz Weinstein reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
Boaz Weinstein sold 38,728 KKR & Co shares in Q4 2023, an estimated $2.62M.
Boaz Weinstein first reported a position in KKR & Co in Q2 2023 and held it in 2 quarters.
Boaz Weinstein's KKR & Co position peaked at $3.79M in Q2 2023.
922 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.