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Highlander Capital Management’s KKR & Co KKR Stock Holding History

Highlander Capital Management’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
2023
Q4 		– Sell
-79
Closed -$5K – 996
2023
Q3 		$5K Buy
+79
New +$4.8K ﹤0.01% 767
2022
Q4 		– Sell
-500
Closed -$22K – 635
2022
Q3 		$22K Hold
500
– – 0.01% 376
2022
Q2 		$23K Buy
+500
New +$26.2K 0.01% 383
2019
Q3 		– Sell
-11,216
Closed -$283K – 673
2019
Q2 		$283K Hold
11,216
– – 0.17% 125
2019
Q1 		$263K Sell
11,216
-3,764
-25% -$85.7K 0.16% 124
2018
Q4 		$294K Sell
14,980
-200
-1% -$4.57K 0.19% 115
2018
Q3 		$414K Sell
15,180
-7,750
-34% -$207K 0.23% 108
2018
Q2 		$570K Sell
22,930
-7,195
-24% -$160K 0.32% 86
2018
Q1 		$613K Hold
30,125
– – 0.37% 78
2017
Q4 		$634K Sell
30,125
-1,275
-4% -$25.6K 0.46% 62
2017
Q3 		$638K Sell
31,400
-200
-0.6% -$3.79K 0.5% 57
2017
Q2 		$586K Sell
31,600
-2,943
-9% -$53.9K 0.46% 57
2017
Q1 		$630K Hold
34,543
– – 0.52% 52
2016
Q4 		$532K Sell
34,543
-7,715
-18% -$116K 0.46% 59
2016
Q3 		$603K Sell
42,258
-1,020
-2% -$14.5K 0.54% 46
2016
Q2 		$534K Sell
43,278
-1,657
-4% -$22.2K 0.49% 47
2016
Q1 		$660K Sell
44,935
-4,658
-9% -$63.4K 0.62% 35
2015
Q4 		$773K Buy
49,593
+14,440
+41% +$247K 0.72% 29
2015
Q3 		$589K Sell
35,153
-1,265
-3% -$26.9K 0.56% 39
2015
Q2 		$832K Sell
36,418
-1,952
-5% -$44.8K 0.75% 30
2015
Q1 		$875K Sell
38,370
-1,614
-4% -$38.1K 0.76% 28
2014
Q4 		$928K Buy
39,984
+6,550
+20% +$144K 0.8% 25
2014
Q3 		$746K Hold
33,434
– – 0.7% 33
2014
Q2 		$813K Buy
33,434
+32,534
+3,615% +$758K 0.73% 29
2014
Q1 		$20.6K Hold
900
– – 0.02% 521
2013
Q4 		$21.9K Hold
900
– – 0.02% 498
2013
Q3 		$18.5K Hold
900
– – 0.02% 536
2013
Q2 		$17.7K Buy
+900
New +$17.9K 0.02% 534

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Highlander Capital Management's KKR Position: Q4 2023 in Review

Highlander Capital Management sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 79 shares — an estimated $5K sold.

Highlander Capital Management first reported a position in KKR in Q2 2013 and held it in 28 quarters. The position peaked at $928K in Q4 2014. 920 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Highlander Capital Management reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Highlander Capital Management sold 79 KKR & Co shares in Q4 2023, an estimated $5K.
  • Highlander Capital Management first reported a position in KKR & Co in Q2 2013 and held it in 28 quarters.
  • Highlander Capital Management's KKR & Co position peaked at $928K in Q4 2014.
  • 920 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Highlander Capital Management's 13F filing for Q4 2023, filed 24 Jan 2024.