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FourThought Financial’s KKR & Co KKR Stock Holding History

FourThought Financial’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 		$148K Hold
3,446
– – 0.02% 351
2022
Q2 		$160K Buy
3,446
+975
+39% +$51.2K 0.02% 347
2022
Q1 		$135K Buy
2,471
+1,285
+108% +$80.9K 0.02% 406
2021
Q4 		$88K Buy
1,186
+467
+65% +$34.5K 0.01% 515
2021
Q3 		$43K Buy
+719
New +$45.2K 0.01% 732

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

FourThought Financial's KKR Position: Q3 2022 in Review

FourThought Financial held its KKR & Co (KKR) position steady in Q3 2022 at 3,446 shares worth $148K. The position accounts for 0.02% of the portfolio, ranked #351.

FourThought Financial first reported a position in KKR in Q3 2021 and has held it in 5 quarters since. The position peaked at $160K in Q2 2022. 714 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • FourThought Financial held 3,446 shares of KKR & Co worth $148K as of Q3 2022.
  • FourThought Financial left its KKR & Co share count unchanged in Q3 2022.
  • KKR & Co made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #351 holding.
  • FourThought Financial first reported a position in KKR & Co in Q3 2021 and has held it in 5 quarters since.
  • FourThought Financial's KKR & Co position peaked at $160K in Q2 2022.
  • 714 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.