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Bragg Financial Advisors’s KKR & Co KKR Stock Holding History

Bragg Financial Advisors’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
-3,777
Closed -$233K – 315
2023
Q3 		$233K Hold
3,777
– – 0.01% 299
2023
Q2 		$212K Buy
+3,777
New +$198K 0.01% 315

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bragg Financial Advisors's KKR Position: Q4 2023 in Review

Bragg Financial Advisors sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 3,777 shares — an estimated $233K sold.

Bragg Financial Advisors first reported a position in KKR in Q2 2023 and held it in 2 quarters. The position peaked at $233K in Q3 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Bragg Financial Advisors reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 3,777 KKR & Co shares in Q4 2023, an estimated $233K.
  • Bragg Financial Advisors first reported a position in KKR & Co in Q2 2023 and held it in 2 quarters.
  • Bragg Financial Advisors's KKR & Co position peaked at $233K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Bragg Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.