KKRC
UHG

Kohlberg Kravis Roberts & Co’s United Homes Group UHG Stock Holding History

Kohlberg Kravis Roberts & Co’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-141,293
Closed -$1.42M – 89
2022
Q4 		$1.42M Hold
141,293
– – 0.05% 63
2022
Q3 		$1.39M Hold
141,293
– – 0.03% 97
2022
Q2 		$1.39M Hold
141,293
– – 0.02% 116
2022
Q1 		$1.38M Buy
141,293
+126,293
+842% +$1.23M 0.01% 125
2021
Q4 		$146K Buy
+15,000
New +$146K ﹤0.01% 181

Other funds holding UHG

AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kohlberg Kravis Roberts & Co's UHG Position: Q1 2023 in Review

Kohlberg Kravis Roberts & Co sold out of United Homes Group (UHG) in Q1 2023, closing a stake of 141,293 shares — an estimated $1.42M sold.

Kohlberg Kravis Roberts & Co first reported a position in UHG in Q4 2021 and held it in 5 quarters. The position peaked at $1.42M in Q4 2022. 10 funds tracked by Wall St. Rank hold UHG as of Q1 2023.

  • Kohlberg Kravis Roberts & Co reported no remaining United Homes Group position as of Q1 2023 after selling out during the quarter.
  • Kohlberg Kravis Roberts & Co sold 141,293 United Homes Group shares in Q1 2023, an estimated $1.42M.
  • Kohlberg Kravis Roberts & Co first reported a position in United Homes Group in Q4 2021 and held it in 5 quarters.
  • Kohlberg Kravis Roberts & Co's United Homes Group position peaked at $1.42M in Q4 2022.
  • 10 funds tracked by Wall St. Rank held United Homes Group as of Q1 2023.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q1 2023, filed 15 May 2023.