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KKR icon

Inspire Investing’s KKR & Co KKR Stock Holding History

Inspire Investing’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
Q1 		– Sell
-7,407
Closed -$344K – 791
2022
Q4 		$344K Sell
7,407
-4,995
-40% -$243K 0.04% 260
2022
Q3 		$533K Sell
12,402
-5,958
-32% -$301K 0.08% 186
2022
Q2 		$850K Sell
18,360
-1,807
-9% -$94.8K 0.11% 161
2022
Q1 		$1.18M Sell
20,167
-903
-4% -$56.8K 0.14% 142
2021
Q4 		$1.57M Sell
21,070
-906
-4% -$66.8K 0.18% 124
2021
Q3 		$1.34M Buy
+21,976
New +$1.38M 0.17% 147

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

Inspire Investing's KKR Position: Q1 2023 in Review

Inspire Investing sold out of KKR & Co (KKR) in Q1 2023, closing a stake of 7,407 shares — an estimated $344K sold.

Inspire Investing first reported a position in KKR in Q3 2021 and held it in 6 quarters. The position peaked at $1.57M in Q4 2021. 745 funds tracked by Wall St. Rank hold KKR as of Q1 2023.

  • Inspire Investing reported no remaining KKR & Co position as of Q1 2023 after selling out during the quarter.
  • Inspire Investing sold 7,407 KKR & Co shares in Q1 2023, an estimated $344K.
  • Inspire Investing first reported a position in KKR & Co in Q3 2021 and held it in 6 quarters.
  • Inspire Investing's KKR & Co position peaked at $1.57M in Q4 2021.
  • 745 funds tracked by Wall St. Rank held KKR & Co as of Q1 2023.

Based on Inspire Investing's 13F filing for Q1 2023, filed 24 Apr 2023.