Gleason Group’s KKR & Co KKR Stock Holding History

Gleason 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 Q1	–	Sell	-42	Closed	-$3.48K	–	212
2023 Q4	$3.48K	Buy	+42	New	+$2.84K	﹤0.01%	198

Other funds holding KKR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gleason Group's KKR Position: Q1 2024 in Review

Gleason Group sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 42 shares — an estimated $3.48K sold.

Gleason Group first reported a position in KKR in Q4 2023 and held it in 1 quarter. The position peaked at $3.48K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

Gleason Group reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
Gleason Group sold 42 KKR & Co shares in Q1 2024, an estimated $3.48K.
Gleason Group first reported a position in KKR & Co in Q4 2023 and held it in 1 quarter.
Gleason Group's KKR & Co position peaked at $3.48K in Q4 2023.
1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Gleason Group's 13F filing for Q1 2024, filed 12 Apr 2024.