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Fiduciary Alliance’s KKR & Co KKR Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-22
Closed -$1.23K – 591
2023
Q2 		$1.23K Buy
+22
New +$1.15K ﹤0.01% 844
2023
Q1 		– Sell
-22
Closed -$1.02K – 523
2022
Q4 		$1.02K Buy
+22
New +$1.07K ﹤0.01% 776

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fiduciary Alliance's KKR Position: Q3 2023 in Review

Fiduciary Alliance sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 22 shares — an estimated $1.23K sold.

Fiduciary Alliance first reported a position in KKR in Q4 2022 and held it in 2 quarters. The position peaked at $1.23K in Q2 2023. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • Fiduciary Alliance reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 22 KKR & Co shares in Q3 2023, an estimated $1.23K.
  • Fiduciary Alliance first reported a position in KKR & Co in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's KKR & Co position peaked at $1.23K in Q2 2023.
  • 795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.