FDx Advisors’s KKR & Co KKR Stock Holding History

FDx Advisors’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	-4,000	Closed	-$234K	–	854
2022 Q1	$234K	Buy	+4,000	New	+$252K	0.01%	756

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

FDx Advisors's KKR Position: Q2 2022 in Review

FDx Advisors sold out of KKR & Co (KKR) in Q2 2022, closing a stake of 4,000 shares — an estimated $234K sold.

FDx Advisors first reported a position in KKR in Q1 2022 and held it in 1 quarter. The position peaked at $234K in Q1 2022. 736 funds tracked by Wall St. Rank hold KKR as of Q2 2022.

FDx Advisors reported no remaining KKR & Co position as of Q2 2022 after selling out during the quarter.
FDx Advisors sold 4,000 KKR & Co shares in Q2 2022, an estimated $234K.
FDx Advisors first reported a position in KKR & Co in Q1 2022 and held it in 1 quarter.
FDx Advisors's KKR & Co position peaked at $234K in Q1 2022.
736 funds tracked by Wall St. Rank held KKR & Co as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.