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Delos Wealth Advisors’s KKR & Co KKR Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-3
Closed -$249 – 409
2023
Q4 		$249 Hold
3
– – ﹤0.01% 309
2023
Q3 		$189 Hold
3
– – ﹤0.01% 352
2023
Q2 		$168 Hold
3
– – ﹤0.01% 355
2023
Q1 		$158 Hold
3
– – ﹤0.01% 371
2022
Q4 		$139 Hold
3
– – ﹤0.01% 382
2022
Q3 		$0 Buy
+3
New +$152 ﹤0.01% 329

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

Delos Wealth Advisors's KKR Position: Q1 2024 in Review

Delos Wealth Advisors sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 3 shares — an estimated $249 sold.

Delos Wealth Advisors first reported a position in KKR in Q3 2022 and held it in 6 quarters. The position peaked at $249 in Q4 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Delos Wealth Advisors reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 3 KKR & Co shares in Q1 2024, an estimated $249.
  • Delos Wealth Advisors first reported a position in KKR & Co in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's KKR & Co position peaked at $249 in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.