DA
KKR icon

Duality Advisers’s KKR & Co KKR Stock Holding History

Duality Advisers’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
Q2 		– Sell
-3,568
Closed -$359K – 285
2024
Q1 		$359K Buy
+3,568
New +$328K 0.04% 492
2023
Q1 		– Sell
-41,804
Closed -$1.94M – 668
2022
Q4 		$1.94M Buy
+41,804
New +$2.04M 0.22% 164
2022
Q3 		– Sell
-26,876
Closed -$1.24M – 644
2022
Q2 		$1.24M Buy
26,876
+22
+0.1% +$1.15K 0.12% 310
2022
Q1 		$1.57M Buy
26,854
+16,389
+157% +$1.03M 0.17% 213
2021
Q4 		$780K Sell
10,465
-58,917
-85% -$4.35M 0.08% 336
2021
Q3 		$4.22M Buy
+69,382
New +$4.36M 0.32% 108
2021
Q2 		– Sell
-22,516
Closed -$1.1M – 641
2021
Q1 		$1.1M Sell
22,516
-28,054
-55% -$1.26M 0.1% 333
2020
Q4 		$2.05M Sell
50,570
-88,220
-64% -$3.33M 0.15% 212
2020
Q3 		$4.77M Buy
+138,790
New +$4.85M 0.3% 62

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Duality Advisers's KKR Position: Q2 2024 in Review

Duality Advisers sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 3,568 shares — an estimated $359K sold.

Duality Advisers first reported a position in KKR in Q3 2020 and held it in 9 quarters. The position peaked at $4.77M in Q3 2020. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Duality Advisers reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 3,568 KKR & Co shares in Q2 2024, an estimated $359K.
  • Duality Advisers first reported a position in KKR & Co in Q3 2020 and held it in 9 quarters.
  • Duality Advisers's KKR & Co position peaked at $4.77M in Q3 2020.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.