Envestnet Asset Management’s KKR & Co KKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175M | Sell |
1,318,402
-22,842
| -2% | -$3.04M | 0.05% | 340 |
|
|
2025
Q1 | $155M | Buy |
1,341,244
+4,528
| +0.3% | +$523K | 0.05% | 350 |
|
|
2024
Q4 | $198M | Buy |
1,336,716
+103,924
| +8% | +$15.4M | 0.06% | 284 |
|
|
2024
Q3 | $161M | Buy |
1,232,792
+96,165
| +8% | +$12.6M | 0.05% | 344 |
|
|
2024
Q2 | $120M | Buy |
1,136,627
+74,892
| +7% | +$7.88M | 0.04% | 401 |
|
|
2024
Q1 | $107M | Buy |
1,061,735
+351,921
| +50% | +$35.4M | 0.04% | 433 |
|
|
2023
Q4 | $58.8M | Sell |
709,814
-14,660
| -2% | -$1.21M | 0.02% | 550 |
|
|
2023
Q3 | $44.6M | Buy |
724,474
+337,094
| +87% | +$20.8M | 0.02% | 612 |
|
|
2023
Q2 | $21.7M | Sell |
387,380
-31,412
| -8% | -$1.76M | 0.01% | 889 |
|
|
2023
Q1 | $22M | Sell |
418,792
-179,645
| -30% | -$9.43M | 0.01% | 832 |
|
|
2022
Q4 | $27.8M | Sell |
598,437
-11,902
| -2% | -$552K | 0.01% | 696 |
|
|
2022
Q3 | $26.2M | Buy |
610,339
+9,786
| +2% | +$421K | 0.02% | 651 |
|
|
2022
Q2 | $27.8M | Buy |
600,553
+25,609
| +4% | +$1.19M | 0.02% | 637 |
|
|
2022
Q1 | $33.6M | Buy |
574,944
+9,762
| +2% | +$571K | 0.02% | 629 |
|
|
2021
Q4 | $42.1M | Buy |
565,182
+48,085
| +9% | +$3.58M | 0.02% | 542 |
|
|
2021
Q3 | $31.5M | Buy |
517,097
+32,550
| +7% | +$1.98M | 0.02% | 610 |
|
|
2021
Q2 | $28.7M | Buy |
484,547
+31,356
| +7% | +$1.86M | 0.02% | 647 |
|
|
2021
Q1 | $22.1M | Buy |
453,191
+31,702
| +8% | +$1.55M | 0.01% | 682 |
|
|
2020
Q4 | $17.1M | Buy |
421,489
+24,529
| +6% | +$993K | 0.01% | 680 |
|
|
2020
Q3 | $13.6M | Buy |
396,960
+2,376
| +0.6% | +$81.6K | 0.01% | 701 |
|
|
2020
Q2 | $12.2M | Sell |
394,584
-12,976
| -3% | -$401K | 0.01% | 708 |
|
|
2020
Q1 | $9.57M | Buy |
407,560
+201,131
| +97% | +$4.72M | 0.01% | 700 |
|
|
2019
Q4 | $6.02M | Buy |
206,429
+23,208
| +13% | +$677K | 0.01% | 1033 |
|
|
2019
Q3 | $4.92M | Buy |
183,221
+68,276
| +59% | +$1.83M | 0.01% | 1071 |
|
|
2019
Q2 | $2.91M | Buy |
114,945
+48,683
| +73% | +$1.23M | ﹤0.01% | 1343 |
|
|
2019
Q1 | $1.56M | Buy |
66,262
+38,191
| +136% | +$897K | ﹤0.01% | 1615 |
|
|
2018
Q4 | $551K | Buy |
+28,071
| New | +$551K | ﹤0.01% | 2088 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$1K | – | 2902 |
|
|
2017
Q4 | $1K | Buy |
28
+1
| +4% | +$36 | ﹤0.01% | 2911 |
|
|
2017
Q3 | $0 | Sell |
27
-150
| -85% | – | ﹤0.01% | 2975 |
|
|
2017
Q2 | $3K | Buy |
177
+150
| +556% | +$2.54K | ﹤0.01% | 2904 |
|
|
2017
Q1 | $0 | Buy |
+27
| New | – | ﹤0.01% | 3138 |
|
|
2015
Q4 | – | Sell |
-1,600
| Closed | -$27K | – | 3034 |
|
|
2015
Q3 | $27K | Buy |
+1,600
| New | +$27K | ﹤0.01% | 2849 |
|
|
2015
Q1 | – | Sell |
-1,870
| Closed | -$43K | – | 2244 |
|
|
2014
Q4 | $43K | Buy |
1,870
+891
| +91% | +$20.5K | ﹤0.01% | 1472 |
|
|
2014
Q3 | $22K | Sell |
979
-365
| -27% | -$8.2K | ﹤0.01% | 1840 |
|
|
2014
Q2 | $33K | Buy |
+1,344
| New | +$33K | ﹤0.01% | 1590 |
|
|
2013
Q4 | – | Sell |
-92
| Closed | -$2K | – | 2508 |
|
|
2013
Q3 | $2K | Sell |
92
-180
| -66% | -$3.91K | ﹤0.01% | 2163 |
|
|
2013
Q2 | $5K | Buy |
+272
| New | +$5K | ﹤0.01% | 1881 |
|