CoreFirst Bank & Trust’s KKR & Co KKR Stock Holding History

CoreFirst Bank & Trust’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	-945	Closed	-$58.2K	–	386
2023 Q3	$58.2K	Buy	+945	New	+$57.4K	0.04%	215

Other funds holding KKR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CoreFirst Bank & Trust's KKR Position: Q4 2023 in Review

CoreFirst Bank & Trust sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 945 shares — an estimated $58.2K sold.

CoreFirst Bank & Trust first reported a position in KKR in Q3 2023 and held it in 1 quarter. The position peaked at $58.2K in Q3 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

CoreFirst Bank & Trust reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
CoreFirst Bank & Trust sold 945 KKR & Co shares in Q4 2023, an estimated $58.2K.
CoreFirst Bank & Trust first reported a position in KKR & Co in Q3 2023 and held it in 1 quarter.
CoreFirst Bank & Trust's KKR & Co position peaked at $58.2K in Q3 2023.
919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2023, filed 18 Mar 2024.