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Intellectus Partners’s KKR & Co KKR Stock Holding History

Intellectus Partners’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
Q1 		– Sell
-2,500
Closed -$207K – 268
2023
Q4 		$207K Buy
+2,500
New +$169K 0.06% 233
2022
Q1 		– Sell
-3,000
Closed -$224K – 251
2021
Q4 		$224K Buy
+3,000
New +$221K 0.06% 245

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Intellectus Partners's KKR Position: Q1 2024 in Review

Intellectus Partners sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 2,500 shares — an estimated $207K sold.

Intellectus Partners first reported a position in KKR in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Intellectus Partners reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Intellectus Partners sold 2,500 KKR & Co shares in Q1 2024, an estimated $207K.
  • Intellectus Partners first reported a position in KKR & Co in Q4 2021 and held it in 2 quarters.
  • Intellectus Partners's KKR & Co position peaked at $224K in Q4 2021.
  • 1,040 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Intellectus Partners's 13F filing for Q1 2024, filed 3 May 2024.