First Personal Financial Services’s KKR & Co KKR Stock Holding History

First Personal Financial Services’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 Q3	$131	Buy	+1	New	+$118	﹤0.01%	519
2019 Q3	–	Sell	-745	Closed	-$19K	–	654
2019 Q2	$19K	Hold	745	–	–	0.01%	413
2019 Q1	$18K	Buy	745 +46	+7%	+$1.05K	0.01%	414
2018 Q4	$14K	Buy	699 +262	+60%	+$5.99K	﹤0.01%	426
2018 Q3	$12K	Buy	+437	New	+$11.7K	﹤0.01%	473
2017 Q3	–	Sell	-174	Closed	-$3K	–	853
2017 Q2	$3K	Hold	174	–	–	﹤0.01%	826
2017 Q1	$3K	Hold	174	–	–	﹤0.01%	829
2016 Q4	$3K	Hold	174	–	–	﹤0.01%	866
2016 Q3	$2K	Hold	174	–	–	﹤0.01%	766
2016 Q2	$2K	Buy	+174	New	+$2.33K	﹤0.01%	760

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Personal Financial Services's KKR Position: Q3 2024 in Review

First Personal Financial Services opened a new position in KKR & Co (KKR) in Q3 2024: 1 share worth $131. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in KKR as recently as Q2 2019.

First Personal Financial Services first reported a position in KKR in Q2 2016 and has held it in 10 quarters since. The position peaked at $19K in Q2 2019. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

First Personal Financial Services held 1 share of KKR & Co worth $131 as of Q3 2024.
KKR & Co was a new First Personal Financial Services position in Q3 2024.
KKR & Co made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #519 holding.
First Personal Financial Services first reported a position in KKR & Co in Q2 2016 and has held it in 10 quarters since.
First Personal Financial Services's KKR & Co position peaked at $19K in Q2 2019.
1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.