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Connectus Wealth’s KKR & Co KKR Stock Holding History

Connectus 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
Q1 		– Sell
-10,289
Closed -$853K – 443
2023
Q4 		$853K Buy
+10,289
New +$697K 0.02% 356
2022
Q2 		– Sell
-282,126
Closed -$21M – 458
2022
Q1 		$21M Sell
282,126
-4,207
-1% -$265K 0.67% 47
2021
Q4 		$21.3M Buy
+286,333
New +$21.1M 0.83% 38

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Connectus Wealth's KKR Position: Q1 2024 in Review

Connectus Wealth sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 10,289 shares — an estimated $853K sold.

Connectus Wealth first reported a position in KKR in Q4 2021 and held it in 3 quarters. The position peaked at $21.3M in Q4 2021. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Connectus Wealth reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 10,289 KKR & Co shares in Q1 2024, an estimated $853K.
  • Connectus Wealth first reported a position in KKR & Co in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's KKR & Co position peaked at $21.3M in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.