KC
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Kize Capital’s KKR & Co KKR Stock Holding History

Kize Capital’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
-36,175
Closed -$3M – 8
2023
Q4 		$3M Sell
36,175
-217,104
-86% -$14.7M 1.77% 7
2023
Q3 		$15.6M Sell
253,279
-172,924
-41% -$10.5M 9.68% 4
2023
Q2 		$23.9M Sell
426,203
-210,000
-33% -$11M 11.89% 3
2023
Q1 		$33.4M Hold
636,203
– – 14.61% 3
2022
Q4 		$29.5M Buy
+636,203
New +$31M 12.36% 5
2021
Q3 		– Sell
-808,584
Closed -$47.9M – 8
2021
Q2 		$47.9M Sell
808,584
-125,177
-13% -$6.95M 12.12% 5
2021
Q1 		$45.6M Sell
933,761
-48,000
-5% -$2.15M 12.01% 6
2020
Q4 		$39.8M Buy
+981,761
New +$37.1M 11.89% 5

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 $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Kize Capital's KKR Position: Q1 2024 in Review

Kize Capital sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 36,175 shares — an estimated $3M sold.

Kize Capital first reported a position in KKR in Q4 2020 and held it in 8 quarters. The position peaked at $47.9M in Q2 2021. 1,038 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Kize Capital reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Kize Capital sold 36,175 KKR & Co shares in Q1 2024, an estimated $3M.
  • Kize Capital first reported a position in KKR & Co in Q4 2020 and held it in 8 quarters.
  • Kize Capital's KKR & Co position peaked at $47.9M in Q2 2021.
  • 1,038 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Kize Capital's 13F filing for Q1 2024, filed 14 May 2024.