Gradient Investments’s KKR & Co KKR Stock Holding History

Gradient Investments’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	-8	Closed	-$663	–	1556
2023 Q4	$663	Hold	8	–	–	﹤0.01%	1528
2023 Q3	$493	Sell	8 -10	-56%	-$607	﹤0.01%	1556
2023 Q2	$1.01K	Buy	18 +10	+125%	+$524	﹤0.01%	1360
2023 Q1	$420	Sell	8 -5	-38%	-$268	﹤0.01%	1300
2022 Q4	$603	Buy	13 +5	+63%	+$244	﹤0.01%	1279
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1443
2022 Q2	$0	Buy	+8	New	+$420	﹤0.01%	1304
2018 Q3	–	Sell	-515	Closed	-$13K	–	1023
2018 Q2	$13K	Hold	515	–	–	﹤0.01%	564
2018 Q1	$10K	Hold	515	–	–	﹤0.01%	631
2017 Q4	$11K	Buy	+515	New	+$10.3K	﹤0.01%	583
2017 Q3	–	Sell	-515	Closed	-$10K	–	493
2017 Q2	$10K	Hold	515	–	–	﹤0.01%	484
2017 Q1	$9K	Buy	+515	New	+$9.15K	﹤0.01%	528

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

Gradient Investments's KKR Position: Q1 2024 in Review

Gradient Investments sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 8 shares — an estimated $663 sold.

Gradient Investments first reported a position in KKR in Q1 2017 and held it in 12 quarters. The position peaked at $13K in Q2 2018. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

Gradient Investments reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 8 KKR & Co shares in Q1 2024, an estimated $663.
Gradient Investments first reported a position in KKR & Co in Q1 2017 and held it in 12 quarters.
Gradient Investments's KKR & Co position peaked at $13K in Q2 2018.
1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.