Fort Pitt Capital Group’s KKR & Co KKR Stock Holding History

Fort Pitt Capital Group’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	$2.58M	Buy	19,746 +7,389	+60%	+$874K	0.07%	62
2024 Q2	$1.3M	Buy	12,357 +20	+0.2%	+$2.04K	0.04%	73
2024 Q1	$1.24M	Buy	12,337 +21	+0.2%	+$1.93K	0.04%	75
2023 Q4	$1.02M	Buy	12,316 +27	+0.2%	+$1.83K	0.03%	82
2023 Q3	$757K	Hold	12,289	–	–	0.03%	82
2023 Q2	$688K	Hold	12,289	–	–	0.03%	80
2023 Q1	$645K	Sell	12,289 -15	-0.1%	-$805	0.02%	83
2022 Q4	$571K	Hold	12,304	–	–	0.02%	96
2022 Q3	$529K	Hold	12,304	–	–	0.02%	90
2022 Q2	$570K	Sell	12,304 -999	-8%	-$52.4K	0.02%	94
2022 Q1	$778K	Hold	13,303	–	–	0.03%	87
2021 Q4	$991K	Sell	13,303 -1,277	-9%	-$94.2K	0.04%	84
2021 Q3	$888K	Hold	14,580	–	–	0.04%	83
2021 Q2	$864K	Sell	14,580 -3,446	-19%	-$191K	0.04%	94
2021 Q1	$881K	Buy	18,026 +1,000	+6%	+$44.7K	0.04%	84
2020 Q4	$689K	Sell	17,026 -2,450	-13%	-$92.6K	0.03%	89
2020 Q3	$669K	Sell	19,476 -5,043	-21%	-$176K	0.04%	92
2020 Q2	$757K	Sell	24,519 -9,634	-28%	-$259K	0.04%	104
2020 Q1	$802K	Hold	34,153	–	–	0.06%	101
2019 Q4	$996K	Buy	+34,153	New	+$973K	0.06%	88

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Pitt Capital Group's KKR Position: Q3 2024 in Review

Fort Pitt Capital Group increased its KKR & Co (KKR) stake by 60% in Q3 2024, buying an estimated $874K and bringing the position to 19,746 shares worth $2.58M. The position accounts for 0.07% of the portfolio, ranked #62.

Fort Pitt Capital Group first reported a position in KKR in Q4 2019 and has held it in 20 quarters since. 1,176 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

Fort Pitt Capital Group held 19,746 shares of KKR & Co worth $2.58M as of Q3 2024.
Fort Pitt Capital Group bought 7,389 KKR & Co shares in Q3 2024, an estimated $874K.
KKR & Co made up 0.07% of Fort Pitt Capital Group's portfolio in Q3 2024, its #62 holding.
Fort Pitt Capital Group first reported a position in KKR & Co in Q4 2019 and has held it in 20 quarters since.
1,176 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.