Gateway Advisory’s KKR & Co KKR Stock Holding History

Gateway Advisory’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	$570K	Buy	4,366 +132	+3%	+$15.6K	0.09%	87
2024 Q2	$446K	Sell	4,234 -216	-5%	-$22K	0.08%	93
2024 Q1	$448K	Sell	4,450 -50	-1%	-$4.6K	0.08%	91
2023 Q4	$373K	Hold	4,500	–	–	0.07%	79
2023 Q3	$277K	Hold	4,500	–	–	0.06%	76
2023 Q2	$252K	Hold	4,500	–	–	0.05%	87
2023 Q1	$236K	Sell	4,500 -1,424	-24%	-$76.4K	0.05%	84
2022 Q4	$275K	Sell	5,924 -503	-8%	-$24.5K	0.07%	61
2022 Q3	$276K	Buy	6,427 +2	+0%	+$101	0.07%	63
2022 Q2	$297K	Buy	6,425 +335	+6%	+$17.6K	0.13%	47
2022 Q1	$356K	Buy	6,090 +166	+3%	+$10.4K	0.1%	66
2021 Q4	$441K	Hold	5,924	–	–	0.09%	70
2021 Q3	$361K	Hold	5,924	–	–	0.08%	78
2021 Q2	$351K	Hold	5,924	–	–	0.07%	80
2021 Q1	$289K	Hold	5,924	–	–	0.07%	56
2020 Q4	$240K	Sell	5,924 -76	-1%	-$2.87K	0.05%	57
2020 Q3	$206K	Buy	+6,000	New	+$210K	0.05%	58

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

Gateway Advisory's KKR Position: Q3 2024 in Review

Gateway Advisory increased its KKR & Co (KKR) stake by 3.1% in Q3 2024, buying an estimated $15.6K and bringing the position to 4,366 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #87.

Gateway Advisory first reported a position in KKR in Q3 2020 and has held it in 17 quarters since. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

Gateway Advisory held 4,366 shares of KKR & Co worth $570K as of Q3 2024.
Gateway Advisory bought 132 KKR & Co shares in Q3 2024, an estimated $15.6K.
KKR & Co made up 0.09% of Gateway Advisory's portfolio in Q3 2024, its #87 holding.
Gateway Advisory first reported a position in KKR & Co in Q3 2020 and has held it in 17 quarters since.
1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.