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Kelly Financial Services’s KKR & Co KKR Stock Holding History

Kelly Financial Services’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
2021
Q3 		– Sell
-74,050
Closed -$1.25M – 658
2021
Q2 		$1.25M Buy
74,050
+72,800
+5,824% +$4.04M 0.05% 101
2021
Q1 		$61.1K Hold
1,250
– – 0.04% 109
2020
Q4 		$50.6K Hold
1,250
– – 0.03% 113
2020
Q3 		$42.9K Hold
1,250
– – 0.03% 109
2020
Q2 		$38.6K Hold
1,250
– – 0.03% 109
2020
Q1 		$29.3K Hold
1,250
– – 0.04% 110
2019
Q4 		$36.5K Hold
1,250
– – 0.03% 109
2019
Q3 		$33.6K Hold
1,250
– – 0.03% 108
2019
Q2 		$31.6K Hold
1,250
– – 0.03% 114
2019
Q1 		$29.4K Buy
+1,250
New +$28.5K 0.03% 121

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Kelly Financial Services's KKR Position: Q3 2021 in Review

Kelly Financial Services sold out of KKR & Co (KKR) in Q3 2021, closing a stake of 74,050 shares — an estimated $1.25M sold.

Kelly Financial Services first reported a position in KKR in Q1 2019 and held it in 10 quarters. The position peaked at $1.25M in Q2 2021. 748 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

  • Kelly Financial Services reported no remaining KKR & Co position as of Q3 2021 after selling out during the quarter.
  • Kelly Financial Services sold 74,050 KKR & Co shares in Q3 2021, an estimated $1.25M.
  • Kelly Financial Services first reported a position in KKR & Co in Q1 2019 and held it in 10 quarters.
  • Kelly Financial Services's KKR & Co position peaked at $1.25M in Q2 2021.
  • 748 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Kelly Financial Services's 13F filing for Q3 2021, filed 17 Jul 2024.