Cerity Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Buy |
196,226
+10,978
| +6% | +$1.46M | 0.05% | 313 |
|
|
2025
Q1 | $21.4M | Sell |
185,248
-1,761
| -0.9% | -$204K | 0.04% | 319 |
|
|
2024
Q4 | $27.4M | Sell |
187,009
-2,951
| -2% | -$433K | 0.06% | 261 |
|
|
2024
Q3 | $24.8M | Buy |
189,960
+8,333
| +5% | +$1.09M | 0.05% | 273 |
|
|
2024
Q2 | $19.1M | Sell |
181,627
-10,763
| -6% | -$1.13M | 0.05% | 285 |
|
|
2024
Q1 | $18.4M | Sell |
192,390
-32,705
| -15% | -$3.13M | 0.05% | 312 |
|
|
2023
Q4 | $18.6M | Buy |
225,095
+3,304
| +1% | +$274K | 0.06% | 251 |
|
|
2023
Q3 | $13.7M | Sell |
221,791
-7,445
| -3% | -$459K | 0.07% | 244 |
|
|
2023
Q2 | $12.8M | Buy |
229,236
+2,719
| +1% | +$152K | 0.05% | 315 |
|
|
2023
Q1 | $17.2M | Buy |
226,517
+218,542
| +2,740% | +$16.6M | 0.04% | 259 |
|
|
2022
Q4 | $376K | Buy |
+7,975
| New | +$376K | ﹤0.01% | 1062 |
|
|
2019
Q1 | – | Sell |
-10,355
| Closed | -$203K | – | 552 |
|
|
2018
Q4 | $203K | Hold |
10,355
| – | – | 0.01% | 482 |
|
|
2018
Q3 | $282K | Buy |
+10,355
| New | +$282K | 0.02% | 432 |
|
|
2018
Q2 | – | Sell |
-10,885
| Closed | -$221K | – | 562 |
|
|
2018
Q1 | $221K | Sell |
10,885
-485
| -4% | -$9.85K | 0.02% | 485 |
|
|
2017
Q4 | $239K | Hold |
11,370
| – | – | 0.02% | 496 |
|
|
2017
Q3 | $231K | Buy |
+11,370
| New | +$231K | 0.02% | 502 |
|