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Cadence Bank’s KKR & Co KKR Stock Holding History

Cadence Bank’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
-4,583
Closed -$282K – 334
2023
Q3 		$282K Sell
4,583
-16
-0.3% -$972 0.02% 279
2023
Q2 		$258K Sell
4,599
-262
-5% -$13.7K 0.02% 295
2023
Q1 		$255K Buy
4,861
+41
+0.9% +$2.2K 0.02% 292
2022
Q4 		$224K Sell
4,820
-1,379
-22% -$67.2K 0.02% 307
2022
Q3 		$267K Buy
+6,199
New +$313K 0.03% 278

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

Cadence Bank's KKR Position: Q4 2023 in Review

Cadence Bank sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 4,583 shares — an estimated $282K sold.

Cadence Bank first reported a position in KKR in Q3 2022 and held it in 5 quarters. The position peaked at $282K in Q3 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Cadence Bank reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Cadence Bank sold 4,583 KKR & Co shares in Q4 2023, an estimated $282K.
  • Cadence Bank first reported a position in KKR & Co in Q3 2022 and held it in 5 quarters.
  • Cadence Bank's KKR & Co position peaked at $282K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Cadence Bank's 13F filing for Q4 2023, filed 13 Feb 2024.