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Cedar Brook Financial Partners’s KKR & Co KKR Stock Holding History

Cedar Brook Financial Partners’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
-2,488
Closed -$250K – 236
2024
Q1 		$250K Buy
2,488
+27
+1% +$2.48K 0.05% 359
2023
Q4 		$201K Buy
+2,461
New +$167K 0.04% 401

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

Cedar Brook Financial Partners's KKR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 2,488 shares — an estimated $250K sold.

Cedar Brook Financial Partners first reported a position in KKR in Q4 2023 and held it in 2 quarters. The position peaked at $250K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,488 KKR & Co shares in Q2 2024, an estimated $250K.
  • Cedar Brook Financial Partners first reported a position in KKR & Co in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's KKR & Co position peaked at $250K in Q1 2024.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.