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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
2024
Q2 		– Sell
-260,000
Closed -$26.2M – 399
2024
Q1 		$26.2M Hold
260,000
– – 0.45% 49
2023
Q4 		$21.5M Hold
260,000
– – 0.43% 61
2023
Q3 		$16M Hold
260,000
– – 0.38% 67
2023
Q2 		$14.6M Buy
+260,000
New +$13.6M 0.38% 67

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
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.