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Kiwi Wealth Investments Limited Partnership’s KKR & Co KKR Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q4 		– Sell
-162,923
Closed -$10M – 27
2023
Q3 		$10M Buy
+162,923
New +$9.89M 1.09% 23
2022
Q1 		– Sell
-37,789
Closed -$2.81M – 240
2021
Q4 		$2.81M Buy
+37,789
New +$2.79M 0.13% 155

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 $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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's KKR Position: Q4 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 162,923 shares — an estimated $10M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in KKR in Q4 2021 and held it in 2 quarters. The position peaked at $10M in Q3 2023. 921 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 162,923 KKR & Co shares in Q4 2023, an estimated $10M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in KKR & Co in Q4 2021 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's KKR & Co position peaked at $10M in Q3 2023.
  • 921 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2023, filed 14 Feb 2024.