FMAEN1
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Fund Management at Engine No 1’s KKR & Co KKR Stock Holding History

Fund Management at Engine No 1’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
Q4 		– Sell
-9,254
Closed -$570K – 227
2023
Q3 		$570K Buy
9,254
+1,725
+23% +$105K 0.09% 205
2023
Q2 		$422K Buy
7,529
+532
+8% +$27.9K 0.08% 259
2023
Q1 		$367K Buy
6,997
+649
+10% +$34.8K 0.07% 265
2022
Q4 		$295K Buy
6,348
+809
+15% +$39.4K 0.07% 275
2022
Q3 		$238K Sell
5,539
-443
-7% -$22.4K 0.07% 276
2022
Q2 		$277K Buy
5,982
+1,032
+21% +$54.1K 0.07% 267
2022
Q1 		$289K Buy
+4,950
New +$312K 0.07% 262

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fund Management at Engine No 1's KKR Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 9,254 shares — an estimated $570K sold.

Fund Management at Engine No 1 first reported a position in KKR in Q1 2022 and held it in 7 quarters. The position peaked at $570K in Q3 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 9,254 KKR & Co shares in Q4 2023, an estimated $570K.
  • Fund Management at Engine No 1 first reported a position in KKR & Co in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's KKR & Co position peaked at $570K in Q3 2023.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.