Echo Street Capital Management’s KKR & Co KKR Stock Holding History

Echo Street Capital Management’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	-3,987	Closed	-$223K	–	526
2023 Q2	$223K	Buy	+3,987	New	+$209K	﹤0.01%	428
2023 Q1	–	Sell	-9,212	Closed	-$428K	–	547
2022 Q4	$428K	Buy	+9,212	New	+$449K	﹤0.01%	320
2022 Q3	–	Sell	-5,121	Closed	-$237K	–	628
2022 Q2	$237K	Buy	+5,121	New	+$269K	﹤0.01%	474
2022 Q1	–	Sell	-4,643	Closed	-$346K	–	683
2021 Q4	$346K	Sell	4,643 -9,496	-67%	-$701K	﹤0.01%	499
2021 Q3	$861K	Buy	+14,139	New	+$888K	0.01%	276

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Echo Street Capital Management's KKR Position: Q3 2023 in Review

Echo Street Capital Management sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 3,987 shares — an estimated $223K sold.

Echo Street Capital Management first reported a position in KKR in Q3 2021 and held it in 5 quarters. The position peaked at $861K in Q3 2021. 796 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

Echo Street Capital Management reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,987 KKR & Co shares in Q3 2023, an estimated $223K.
Echo Street Capital Management first reported a position in KKR & Co in Q3 2021 and held it in 5 quarters.
Echo Street Capital Management's KKR & Co position peaked at $861K in Q3 2021.
796 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Echo Street Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.