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Credit Suisse’s KKR & Co KKR Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-40,000
Closed -$2.98M – 3986
2021
Q4 		$2.98M Hold
40,000
– – ﹤0.01% 2455
2021
Q3 		$2.44M Buy
+40,000
New +$2.51M ﹤0.01% 2674
2014
Q3 		– Sell
-76,600
Closed -$1.86M – 4554
2014
Q2 		$1.86M Buy
+76,600
New +$1.78M ﹤0.01% 2787

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

Credit Suisse's KKR Position: Q1 2024 in Review

Credit Suisse reduced its KKR & Co (KKR) stake by 5.7% in Q1 2024, selling an estimated $5.8M and leaving 1,043,250 shares worth $105M. The position accounts for 0.1% of the portfolio, ranked #185.

Credit Suisse first reported a position in KKR in Q2 2013 and has held it in 43 quarters since. The position peaked at $309M in Q2 2014. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Credit Suisse held 1,043,250 shares of KKR & Co worth $105M as of Q1 2024.
  • Credit Suisse sold 63,110 KKR & Co shares in Q1 2024, an estimated $5.8M.
  • KKR & Co made up 0.1% of Credit Suisse's portfolio in Q1 2024, its #185 holding.
  • Credit Suisse first reported a position in KKR & Co in Q2 2013 and has held it in 43 quarters since.
  • Credit Suisse's KKR & Co position peaked at $309M in Q2 2014.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.