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Carmichael Hill & Associates’s KKR & Co KKR Stock Holding History

Carmichael Hill & Associates’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
Q3 		$310K Buy
2,373
+4
+0.2% +$473 0.11% 143
2024
Q2 		$249K Sell
2,369
-1,001
-30% -$102K 0.1% 151
2024
Q1 		$339K Buy
3,370
+5
+0.1% +$460 0.13% 124
2023
Q4 		$279K Buy
3,365
+8
+0.2% +$542 0.12% 143
2023
Q3 		$207K Buy
3,357
+9
+0.3% +$547 0.1% 159
2023
Q2 		$188K Buy
3,348
+10
+0.3% +$524 0.08% 173
2023
Q1 		$175K Buy
3,338
+9
+0.3% +$483 0.08% 176
2022
Q4 		$155K Buy
3,329
+10
+0.3% +$487 0.08% 191
2022
Q3 		$143K Buy
3,319
+10
+0.3% +$505 0.08% 190
2022
Q2 		$153K Buy
3,309
+9
+0.3% +$472 0.08% 189
2022
Q1 		$193K Sell
3,300
-91
-3% -$5.73K 0.09% 178
2021
Q4 		$253K Buy
3,391
+106
+3% +$7.82K 0.11% 152
2021
Q3 		$200K Buy
3,285
+8
+0.2% +$502 0.1% 167
2021
Q2 		$194K Buy
3,277
+8
+0.2% +$444 0.1% 171
2021
Q1 		$160K Buy
3,269
+10
+0.3% +$447 0.09% 180
2020
Q4 		$132K Buy
3,259
+11
+0.3% +$416 0.08% 188
2020
Q3 		$112K Buy
3,248
+1,212
+60% +$42.4K 0.07% 196
2020
Q2 		$63K Buy
2,036
+9
+0.4% +$242 0.05% 250
2020
Q1 		$48K Buy
2,027
+9
+0.4% +$258 0.04% 257
2019
Q4 		$59K Buy
+2,018
New +$57.5K 0.04% 261

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carmichael Hill & Associates's KKR Position: Q3 2024 in Review

Carmichael Hill & Associates increased its KKR & Co (KKR) stake by 0.17% in Q3 2024, buying an estimated $473 and bringing the position to 2,373 shares worth $310K. The position accounts for 0.11% of the portfolio, ranked #143.

Carmichael Hill & Associates first reported a position in KKR in Q4 2019 and has held it in 20 quarters since. The position peaked at $339K in Q1 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Carmichael Hill & Associates held 2,373 shares of KKR & Co worth $310K as of Q3 2024.
  • Carmichael Hill & Associates bought 4 KKR & Co shares in Q3 2024, an estimated $473.
  • KKR & Co made up 0.11% of Carmichael Hill & Associates's portfolio in Q3 2024, its #143 holding.
  • Carmichael Hill & Associates first reported a position in KKR & Co in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's KKR & Co position peaked at $339K in Q1 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.