Institutional & Family Asset Management’s KKR & Co KKR Stock Holding History

Institutional & Family Asset 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
2024 Q2	$57.8K	Buy	549 +1	+0.2%	+$102	0.01%	224
2024 Q1	$55.2K	Buy	548 +1	+0.2%	+$92	0.01%	229
2023 Q4	$45.4K	Buy	547 +1	+0.2%	+$68	0.01%	241
2023 Q3	$33.6K	Buy	546 +1	+0.2%	+$61	0.01%	252
2023 Q2	$30.5K	Buy	545 +2	+0.4%	+$105	0.01%	268
2023 Q1	$28.5K	Buy	543 +1	+0.2%	+$54	﹤0.01%	270
2022 Q4	$25.1K	Buy	542 +2	+0.4%	+$97	﹤0.01%	284
2022 Q3	$23K	Buy	540 +2	+0.4%	+$101	﹤0.01%	296
2022 Q2	$25K	Buy	538 +1	+0.2%	+$52	﹤0.01%	293
2022 Q1	$31K	Buy	537 +2	+0.4%	+$126	﹤0.01%	304
2021 Q4	$40K	Buy	535 +1	+0.2%	+$74	0.01%	288
2021 Q3	$33K	Buy	534 +1	+0.2%	+$63	0.01%	394
2021 Q2	$32K	Buy	533 +1	+0.2%	+$55	0.01%	407
2021 Q1	$26K	Buy	532 +2	+0.4%	+$89	0.01%	456
2020 Q4	$21K	Buy	530 +2	+0.4%	+$76	﹤0.01%	435
2020 Q3	$18K	Buy	528 +2	+0.4%	+$70	﹤0.01%	410
2020 Q2	$16K	Sell	526 -548	-51%	-$14.7K	﹤0.01%	423
2020 Q1	$25K	Buy	1,074 +552	+106%	+$15.9K	0.01%	345
2019 Q4	$15K	Buy	522 +2	+0.4%	+$57	﹤0.01%	452
2019 Q3	$14K	Buy	520 +3	+0.6%	+$79	﹤0.01%	436
2019 Q2	$13K	Buy	517 +3	+0.6%	+$72	﹤0.01%	471
2019 Q1	$12K	Buy	514 +2	+0.4%	+$46	﹤0.01%	479
2018 Q4	$10K	Buy	512 +3	+0.6%	+$69	﹤0.01%	476
2018 Q3	$14K	Buy	509 +4	+0.8%	+$107	﹤0.01%	481
2018 Q2	$13K	Buy	505 +3	+0.6%	+$67	﹤0.01%	482
2018 Q1	$10K	Buy	+502	New	+$11.2K	﹤0.01%	506

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Institutional & Family Asset Management's KKR Position: Q2 2024 in Review

Institutional & Family Asset Management increased its KKR & Co (KKR) stake by 0.18% in Q2 2024, buying an estimated $102 and bringing the position to 549 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #224.

Institutional & Family Asset Management first reported a position in KKR in Q1 2018 and has held it in 26 quarters since. 1,072 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

Institutional & Family Asset Management held 549 shares of KKR & Co worth $57.8K as of Q2 2024.
Institutional & Family Asset Management bought 1 KKR & Co share in Q2 2024, an estimated $102.
KKR & Co made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #224 holding.
Institutional & Family Asset Management first reported a position in KKR & Co in Q1 2018 and has held it in 26 quarters since.
1,072 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.