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BTC Capital Management’s KKR & Co KKR Stock Holding History

BTC Capital Management’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
-2,050
Closed -$206K – 223
2024
Q1 		$206K Buy
+2,050
New +$189K 0.02% 222

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

BTC Capital Management's KKR Position: Q2 2024 in Review

BTC Capital Management sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 2,050 shares — an estimated $206K sold.

BTC Capital Management first reported a position in KKR in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • BTC Capital Management reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • BTC Capital Management sold 2,050 KKR & Co shares in Q2 2024, an estimated $206K.
  • BTC Capital Management first reported a position in KKR & Co in Q1 2024 and held it in 1 quarter.
  • BTC Capital Management's KKR & Co position peaked at $206K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on BTC Capital Management's 13F filing for Q2 2024, filed 19 Jul 2024.