Goldman Sachs
KIO

Goldman Sachs’s KKR Income Opportunities Fund KIO Stock Holding History

Goldman Sachs’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,888
Closed -$157K – 6216
2020
Q4 		$157K Buy
+10,888
New +$152K ﹤0.01% 5172
2020
Q2 		– Sell
-57,713
Closed -$615K – 5358
2020
Q1 		$615K Buy
+57,713
New +$840K ﹤0.01% 4087

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldman Sachs's KIO Position: Q1 2021 in Review

Goldman Sachs sold out of KKR Income Opportunities Fund (KIO) in Q1 2021, closing a stake of 10,888 shares — an estimated $157K sold.

Goldman Sachs first reported a position in KIO in Q1 2020 and held it in 2 quarters. The position peaked at $615K in Q1 2020. 54 funds tracked by Wall St. Rank hold KIO as of Q1 2021.

  • Goldman Sachs reported no remaining KKR Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Goldman Sachs sold 10,888 KKR Income Opportunities Fund shares in Q1 2021, an estimated $157K.
  • Goldman Sachs first reported a position in KKR Income Opportunities Fund in Q1 2020 and held it in 2 quarters.
  • Goldman Sachs's KKR Income Opportunities Fund position peaked at $615K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2021.

Based on Goldman Sachs's 13F filing for Q1 2021, filed 17 May 2021.