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Heritage Wealth Management (Arizona)’s KKR & Co KKR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$5.29K Buy
114
+91
+396% +$4.43K ﹤0.01% 873
2022
Q3 		$1K Buy
+23
New +$1.16K ﹤0.01% 949

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KKR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its KKR & Co (KKR) stake by 396% in Q4 2022, buying an estimated $4.43K and bringing the position to 114 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Heritage Wealth Management (Arizona) first reported a position in KKR in Q3 2022 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 114 shares of KKR & Co worth $5.29K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 91 KKR & Co shares in Q4 2022, an estimated $4.43K.
  • KKR & Co made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #873 holding.
  • Heritage Wealth Management (Arizona) first reported a position in KKR & Co in Q3 2022 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.