EARNEST Partners’s KKR & Co KKR Stock Holding History

EARNEST Partners’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	-59	Closed	-$3.63K	–	716
2023 Q3	$3.63K	Hold	59	–	–	﹤0.01%	884
2023 Q2	$3.3K	Hold	59	–	–	﹤0.01%	907
2023 Q1	$3.1K	Hold	59	–	–	﹤0.01%	912
2022 Q4	$2.74K	Hold	59	–	–	﹤0.01%	949
2022 Q3	$3K	Hold	59	–	–	﹤0.01%	893
2022 Q2	$3K	Sell	59 -300	-84%	-$15.7K	﹤0.01%	919
2022 Q1	$21K	Hold	359	–	–	﹤0.01%	480
2021 Q4	$27K	Hold	359	–	–	﹤0.01%	441
2021 Q3	$22K	Hold	359	–	–	﹤0.01%	460
2021 Q2	$21K	Hold	359	–	–	﹤0.01%	469
2021 Q1	$18K	Hold	359	–	–	﹤0.01%	488
2020 Q4	$15K	Hold	359	–	–	﹤0.01%	510
2020 Q3	$12K	Buy	+359	New	+$12.6K	﹤0.01%	516

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

EARNEST Partners's KKR Position: Q4 2023 in Review

EARNEST Partners sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 59 shares — an estimated $3.63K sold.

EARNEST Partners first reported a position in KKR in Q3 2020 and held it in 13 quarters. The position peaked at $27K in Q4 2021. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

EARNEST Partners reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 59 KKR & Co shares in Q4 2023, an estimated $3.63K.
EARNEST Partners first reported a position in KKR & Co in Q3 2020 and held it in 13 quarters.
EARNEST Partners's KKR & Co position peaked at $27K in Q4 2021.
919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.