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CIC Wealth’s KKR & Co KKR Stock Holding History

CIC Wealth’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
Q3 		$750K Buy
5,740
+55
+1% +$6.51K 0.19% 84
2024
Q2 		$598K Sell
5,685
-200
-3% -$20.4K 0.16% 91
2024
Q1 		$592K Buy
5,885
+1,330
+29% +$122K 0.17% 92
2023
Q4 		$377K Buy
+4,555
New +$308K 0.12% 111

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIC Wealth's KKR Position: Q3 2024 in Review

CIC Wealth increased its KKR & Co (KKR) stake by 0.97% in Q3 2024, buying an estimated $6.51K and bringing the position to 5,740 shares worth $750K. The position accounts for 0.19% of the portfolio, ranked #84.

CIC Wealth first reported a position in KKR in Q4 2023 and has held it in 4 quarters since. 1,176 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • CIC Wealth held 5,740 shares of KKR & Co worth $750K as of Q3 2024.
  • CIC Wealth bought 55 KKR & Co shares in Q3 2024, an estimated $6.51K.
  • KKR & Co made up 0.19% of CIC Wealth's portfolio in Q3 2024, its #84 holding.
  • CIC Wealth first reported a position in KKR & Co in Q4 2023 and has held it in 4 quarters since.
  • 1,176 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.