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Column Capital Advisors’s KKR & Co KKR Stock Holding History

Column Capital Advisors’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
Q3 		$40.1K Sell
651
-590
-48% -$35.8K 0.01% 348
2023
Q2 		$69.5K Hold
1,241
– – 0.01% 278
2023
Q1 		$65.2K Hold
1,241
– – 0.01% 287
2022
Q4 		$57.6K Buy
1,241
+590
+91% +$28.8K 0.01% 277
2022
Q3 		$28K Buy
+651
New +$32.9K 0.01% 344
2022
Q1 		– Sell
-10
Closed -$1K – 768
2021
Q4 		$1K Buy
+10
New +$738 ﹤0.01% 726

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Column Capital Advisors's KKR Position: Q3 2023 in Review

Column Capital Advisors reduced its KKR & Co (KKR) stake by 48% in Q3 2023, selling an estimated $35.8K and leaving 651 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #348.

Column Capital Advisors first reported a position in KKR in Q4 2021 and has held it in 6 quarters since. The position peaked at $69.5K in Q2 2023. 796 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • Column Capital Advisors held 651 shares of KKR & Co worth $40.1K as of Q3 2023.
  • Column Capital Advisors sold 590 KKR & Co shares in Q3 2023, an estimated $35.8K.
  • KKR & Co made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #348 holding.
  • Column Capital Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 6 quarters since.
  • Column Capital Advisors's KKR & Co position peaked at $69.5K in Q2 2023.
  • 796 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.