Ellevest Inc’s KKR & Co KKR Stock Holding History

Ellevest Inc’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
2022 Q2	–	Sell	-131	Closed	-$8K	–	1533
2022 Q1	$8K	Buy	+131	New	+$8.25K	﹤0.01%	931
2020 Q4	–	Sell	-1,407	Closed	-$48K	–	1274
2020 Q3	$48K	Buy	+1,407	New	+$49.2K	0.01%	381

Other funds holding KKR

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Ellevest Inc's KKR Position: Q2 2022 in Review

Ellevest Inc sold out of KKR & Co (KKR) in Q2 2022, closing a stake of 131 shares — an estimated $8K sold.

Ellevest Inc first reported a position in KKR in Q3 2020 and held it in 2 quarters. The position peaked at $48K in Q3 2020. 736 funds tracked by Wall St. Rank hold KKR as of Q2 2022.

Ellevest Inc reported no remaining KKR & Co position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 131 KKR & Co shares in Q2 2022, an estimated $8K.
Ellevest Inc first reported a position in KKR & Co in Q3 2020 and held it in 2 quarters.
Ellevest Inc's KKR & Co position peaked at $48K in Q3 2020.
736 funds tracked by Wall St. Rank held KKR & Co as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.