FMI
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F/M Investments’s KKR & Co KKR Stock Holding History

F/M Investments’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
2024
Q1 		– Sell
-54,355
Closed -$4.5M – 93
2023
Q4 		$4.5M Sell
54,355
-18,200
-25% -$1.23M 2.56% 10
2023
Q3 		$4.47M Sell
72,555
-13,600
-16% -$826K 3.33% 7
2023
Q2 		$4.82M Buy
+86,155
New +$4.51M 3.56% 5

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

F/M Investments's KKR Position: Q1 2024 in Review

F/M Investments sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 54,355 shares — an estimated $4.5M sold.

F/M Investments first reported a position in KKR in Q2 2023 and held it in 3 quarters. The position peaked at $4.82M in Q2 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • F/M Investments reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • F/M Investments sold 54,355 KKR & Co shares in Q1 2024, an estimated $4.5M.
  • F/M Investments first reported a position in KKR & Co in Q2 2023 and held it in 3 quarters.
  • F/M Investments's KKR & Co position peaked at $4.82M in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on F/M Investments's 13F filing for Q1 2024, filed 23 Apr 2024.