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 Q1	–	Hold	0	–	-$33.1K	–	799
2023 Q4	–	Hold	0	–	–	–	409
2023 Q3	–	Hold	0	–	–	–	437
2023 Q2	–	Hold	0	–	–	–	452
2023 Q1	–	Hold	0	–	–	–	445
2022 Q4	–	Hold	0	–	–	–	369
2022 Q3	–	Hold	0	–	–	–	428
2022 Q2	–	Sell	-600	Closed	-$31.5K	–	416
2022 Q1	$35K	Hold	600	–	–	0.02%	423
2021 Q4	$45K	Hold	600	–	–	0.02%	387
2021 Q3	$36K	Buy	600 +200	+50%	+$12.6K	0.02%	426
2021 Q2	$24K	Hold	400	–	–	0.01%	491
2021 Q1	$20K	Hold	400	–	–	0.01%	496
2020 Q4	$16K	Buy	+400	New	+$15.1K	0.01%	506

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.