Kize Capital’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-36,175
| Closed | -$3M | – | 8 |
|
|
2023
Q4 | $3M | Sell |
36,175
-217,104
| -86% | -$18M | 1.77% | 7 |
|
|
2023
Q3 | $15.6M | Sell |
253,279
-172,924
| -41% | -$10.7M | 9.68% | 4 |
|
|
2023
Q2 | $23.9M | Sell |
426,203
-210,000
| -33% | -$11.8M | 11.89% | 3 |
|
|
2023
Q1 | $33.4M | Hold |
636,203
| – | – | 14.61% | 3 |
|
|
2022
Q4 | $29.5M | Buy |
+636,203
| New | +$29.5M | 12.36% | 5 |
|
|
2021
Q3 | – | Sell |
-808,584
| Closed | -$47.9M | – | 8 |
|
|
2021
Q2 | $47.9M | Sell |
808,584
-125,177
| -13% | -$7.42M | 12.12% | 5 |
|
|
2021
Q1 | $45.6M | Sell |
933,761
-48,000
| -5% | -$2.34M | 12.01% | 6 |
|
|
2020
Q4 | $39.8M | Buy |
+981,761
| New | +$39.8M | 11.89% | 5 |
|