Industrial Alliance Investment Management’s KKR & Co KKR Stock Holding History

Industrial Alliance Investment 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 Q3	–	Sell	-2,620	Closed	-$147K	–	92
2023 Q2	$147K	Hold	2,620	–	–	0.08%	95
2023 Q1	$138K	Sell	2,620 -35,300	-93%	-$1.89M	﹤0.01%	463
2022 Q4	$1.76M	Buy	37,920 +200	+0.5%	+$9.75K	0.05%	235
2022 Q3	$1.62M	Sell	37,720 -410	-1%	-$20.7K	0.05%	234
2022 Q2	$1.76M	Sell	38,130 -2,070	-5%	-$109K	0.05%	226
2022 Q1	$2.35M	Sell	40,200 -36,460	-48%	-$2.3M	0.06%	234
2021 Q4	$5.71M	Buy	+76,660	New	+$5.66M	0.13%	150

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 $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Industrial Alliance Investment Management's KKR Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 2,620 shares — an estimated $147K sold.

Industrial Alliance Investment Management first reported a position in KKR in Q4 2021 and held it in 7 quarters. The position peaked at $5.71M in Q4 2021. 796 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

Industrial Alliance Investment Management reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 2,620 KKR & Co shares in Q3 2023, an estimated $147K.
Industrial Alliance Investment Management first reported a position in KKR & Co in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's KKR & Co position peaked at $5.71M in Q4 2021.
796 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.