CC
KKR icon

Chase Coleman’s KKR & Co KKR Stock Holding History

Chase Coleman’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
-511,000
Closed -$31.5M – 46
2023
Q3 		$31.5M Hold
511,000
– – 0.23% 35
2023
Q2 		$28.6M Hold
511,000
– – 0.24% 33
2023
Q1 		$26.8M Buy
+511,000
New +$27.4M 0.24% 40

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chase Coleman's KKR Position: Q4 2023 in Review

Chase Coleman sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 511,000 shares — an estimated $31.5M sold.

Chase Coleman first reported a position in KKR in Q1 2023 and held it in 3 quarters. The position peaked at $31.5M in Q3 2023. 922 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Chase Coleman reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Chase Coleman sold 511,000 KKR & Co shares in Q4 2023, an estimated $31.5M.
  • Chase Coleman first reported a position in KKR & Co in Q1 2023 and held it in 3 quarters.
  • Chase Coleman's KKR & Co position peaked at $31.5M in Q3 2023.
  • 922 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Tiger Global Management's 13F filing for Q4 2023, filed 14 Feb 2024.