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Kaizen Financial Strategies’s KKR & Co KKR Stock Holding History

Kaizen Financial Strategies’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
2022
Q3 		– Sell
-5,589
Closed -$259K – 126
2022
Q2 		$259K Buy
5,589
+10
+0.2% +$525 0.26% 94
2022
Q1 		$326K Buy
5,579
+1,910
+52% +$120K 0.26% 91
2021
Q4 		$273K Buy
3,669
+7
+0.2% +$516 0.2% 112
2021
Q3 		$223K Buy
+3,662
New +$230K 0.18% 130

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kaizen Financial Strategies's KKR Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of KKR & Co (KKR) in Q3 2022, closing a stake of 5,589 shares — an estimated $259K sold.

Kaizen Financial Strategies first reported a position in KKR in Q3 2021 and held it in 4 quarters. The position peaked at $326K in Q1 2022. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • Kaizen Financial Strategies reported no remaining KKR & Co position as of Q3 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 5,589 KKR & Co shares in Q3 2022, an estimated $259K.
  • Kaizen Financial Strategies first reported a position in KKR & Co in Q3 2021 and held it in 4 quarters.
  • Kaizen Financial Strategies's KKR & Co position peaked at $326K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.