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Chicago Trust’s KKR & Co KKR Stock Holding History

Chicago Trust’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+1,537
New +$204K 0.03% 387
2025
Q1 		– Sell
-1,552
Closed -$230K – 372
2024
Q4 		$230K Sell
1,552
-85
-5% -$12.6K 0.04% 315
2024
Q3 		$214K Buy
+1,637
New +$214K 0.04% 357