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First Citizens Bank & Trust’s KKR & Co KKR Stock Holding History

First Citizens Bank & Trust’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
Q3 		– Sell
-6,150
Closed -$284K – 352
2022
Q2 		$284K Sell
6,150
-5,425
-47% -$285K 0.01% 292
2022
Q1 		$677K Sell
11,575
-2,386
-17% -$150K 0.03% 200
2021
Q4 		$1.04M Buy
+13,961
New +$1.03M 0.04% 172

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Citizens Bank & Trust's KKR Position: Q3 2022 in Review

First Citizens Bank & Trust sold out of KKR & Co (KKR) in Q3 2022, closing a stake of 6,150 shares — an estimated $284K sold.

First Citizens Bank & Trust first reported a position in KKR in Q4 2021 and held it in 3 quarters. The position peaked at $1.04M in Q4 2021. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • First Citizens Bank & Trust reported no remaining KKR & Co position as of Q3 2022 after selling out during the quarter.
  • First Citizens Bank & Trust sold 6,150 KKR & Co shares in Q3 2022, an estimated $284K.
  • First Citizens Bank & Trust first reported a position in KKR & Co in Q4 2021 and held it in 3 quarters.
  • First Citizens Bank & Trust's KKR & Co position peaked at $1.04M in Q4 2021.
  • 713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on First Citizens Bank & Trust's 13F filing for Q3 2022, filed 20 Oct 2022.