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Householder Group Estate & Retirement Specialist’s KKR & Co KKR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$10K Sell
70
-115
-62% -$16.9K 0.01% 363
2024
Q3 		$24K Buy
185
+25
+16% +$2.96K 0.01% 646
2024
Q2 		$16K Buy
+160
New +$16.3K ﹤0.01% 723
2022
Q4 		– Sell
-75
Closed -$3K – 754
2022
Q3 		$3K Buy
+75
New +$3.79K ﹤0.01% 927

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's KKR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its KKR & Co (KKR) stake by 62% in Q4 2024, selling an estimated $16.9K and leaving 70 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #363.

Householder Group Estate & Retirement Specialist first reported a position in KKR in Q3 2022 and has held it in 4 quarters since. The position peaked at $24K in Q3 2024. 1,329 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 70 shares of KKR & Co worth $10K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 115 KKR & Co shares in Q4 2024, an estimated $16.9K.
  • KKR & Co made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #363 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in KKR & Co in Q3 2022 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's KKR & Co position peaked at $24K in Q3 2024.
  • 1,329 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.