Disciplined Investments’s KKR & Co KKR Stock Holding History

Disciplined Investments’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	–	Sell	-525	Closed	-$29.4K	–	860
2023 Q2	$29.4K	Sell	525 -8	-2%	-$419	0.02%	249
2023 Q1	$28K	Buy	533 +515	+2,861%	+$27.6K	0.01%	278
2022 Q4	$836	Sell	18 -514	-97%	-$25.1K	﹤0.01%	979
2022 Q3	$23K	Hold	532	–	–	0.01%	297
2022 Q2	$25K	Hold	532	–	–	0.01%	299
2022 Q1	$31K	Buy	532 +32	+6%	+$2.01K	0.01%	283
2021 Q4	$37K	Hold	500	–	–	0.02%	241
2021 Q3	$30K	Hold	500	–	–	0.01%	238
2021 Q2	$30K	Hold	500	–	–	0.02%	229
2021 Q1	$24K	Buy	+500	New	+$22.4K	0.01%	220
2020 Q3	–	Sell	-500	Closed	-$15K	–	422
2020 Q2	$15K	Hold	500	–	–	0.01%	253
2020 Q1	$12K	Hold	500	–	–	0.01%	259
2019 Q4	$15K	Buy	+500	New	+$14.2K	0.01%	265

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Disciplined Investments's KKR Position: Q3 2023 in Review

Disciplined Investments sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 525 shares — an estimated $29.4K sold.

Disciplined Investments first reported a position in KKR in Q4 2019 and held it in 13 quarters. The position peaked at $37K in Q4 2021. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

Disciplined Investments reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 525 KKR & Co shares in Q3 2023, an estimated $29.4K.
Disciplined Investments first reported a position in KKR & Co in Q4 2019 and held it in 13 quarters.
Disciplined Investments's KKR & Co position peaked at $37K in Q4 2021.
795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.