Endurance Wealth Management’s KKR & Co KKR Stock Holding History

Endurance Wealth 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 Q2	$129K	Hold	2,300	–	–	0.02%	248
2023 Q1	$121K	Buy	2,300 +2,000	+667%	+$107K	0.02%	253
2022 Q4	$14K	Hold	300	–	–	﹤0.01%	446
2022 Q3	$13K	Hold	300	–	–	﹤0.01%	452
2022 Q2	$14K	Hold	300	–	–	﹤0.01%	458
2022 Q1	$18K	Hold	300	–	–	﹤0.01%	457
2021 Q4	$22K	Hold	300	–	–	﹤0.01%	432
2021 Q3	$18K	Hold	300	–	–	﹤0.01%	462
2021 Q2	$17K	Hold	300	–	–	﹤0.01%	469
2021 Q1	$15K	Hold	300	–	–	﹤0.01%	490
2020 Q4	$12K	Hold	300	–	–	﹤0.01%	472
2020 Q3	$10K	Hold	300	–	–	﹤0.01%	474
2020 Q2	$9K	Hold	300	–	–	﹤0.01%	473
2020 Q1	$7K	Hold	300	–	–	﹤0.01%	456
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	430
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	433
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	394
2019 Q1	$7K	Hold	300	–	–	﹤0.01%	402
2018 Q4	$6K	Hold	300	–	–	﹤0.01%	403
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	409
2018 Q2	$7K	Hold	300	–	–	﹤0.01%	420
2018 Q1	$6K	Hold	300	–	–	﹤0.01%	452
2017 Q4	$6K	Hold	300	–	–	﹤0.01%	442
2017 Q3	$6K	Buy	+300	New	+$5.69K	﹤0.01%	429

Other funds holding KKR

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $75.4B AUM 14.46% 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 $153B AUM 38.14% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Endurance Wealth Management's KKR Position: Q2 2023 in Review

Endurance Wealth Management held its KKR & Co (KKR) position steady in Q2 2023 at 2,300 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #248.

Endurance Wealth Management first reported a position in KKR in Q3 2017 and has held it in 24 quarters since. 761 funds tracked by Wall St. Rank hold KKR as of Q2 2023.

Endurance Wealth Management held 2,300 shares of KKR & Co worth $129K as of Q2 2023.
Endurance Wealth Management left its KKR & Co share count unchanged in Q2 2023.
KKR & Co made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #248 holding.
Endurance Wealth Management first reported a position in KKR & Co in Q3 2017 and has held it in 24 quarters since.
761 funds tracked by Wall St. Rank held KKR & Co as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.