Kovitz Investment Group Partners’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.41M | Sell |
40,638
-6,385
| -14% | -$849K | 0.02% | 438 |
|
|
2025
Q1 | $5.44M | Buy |
47,023
+1,092
| +2% | +$126K | 0.03% | 394 |
|
|
2024
Q4 | $6.79M | Buy |
45,931
+26,057
| +131% | +$3.85M | 0.03% | 338 |
|
|
2024
Q3 | $2.25M | Sell |
19,874
-6,991
| -26% | -$793K | 0.02% | 480 |
|
|
2024
Q2 | $2.83M | Buy |
26,865
+9,124
| +51% | +$960K | 0.02% | 369 |
|
|
2024
Q1 | $1.78M | Sell |
17,741
-3,071
| -15% | -$309K | 0.02% | 311 |
|
|
2023
Q4 | $1.72M | Sell |
20,812
-1,075
| -5% | -$89.1K | 0.03% | 244 |
|
|
2023
Q3 | $1.35M | Sell |
21,887
-2,394
| -10% | -$147K | 0.02% | 253 |
|
|
2023
Q2 | $1.36M | Sell |
24,281
-27,445
| -53% | -$1.54M | 0.02% | 265 |
|
|
2023
Q1 | $2.72M | Sell |
51,726
-47,371
| -48% | -$2.49M | 0.05% | 216 |
|
|
2022
Q4 | $4.6M | Sell |
99,097
-34,329
| -26% | -$1.59M | 0.09% | 165 |
|
|
2022
Q3 | $5.74M | Sell |
133,426
-2,290
| -2% | -$98.5K | 0.13% | 113 |
|
|
2022
Q2 | $6.28M | Buy |
135,716
+61,847
| +84% | +$2.86M | 0.14% | 113 |
|
|
2022
Q1 | $4.32M | Buy |
73,869
+32,032
| +77% | +$1.87M | 0.08% | 181 |
|
|
2021
Q4 | $1.69M | Buy |
41,837
+6,644
| +19% | +$269K | 0.04% | 217 |
|
|
2021
Q3 | $2.14M | Hold |
35,193
| – | – | 0.04% | 227 |
|
|
2021
Q2 | $2.09M | Hold |
35,193
| – | – | 0.04% | 234 |
|
|
2021
Q1 | $1.72M | Sell |
35,193
-6,644
| -16% | -$325K | 0.04% | 225 |
|
|
2020
Q4 | $1.69M | Hold |
41,837
| – | – | 0.04% | 213 |
|
|
2020
Q3 | $1.44M | Hold |
41,837
| – | – | 0.04% | 218 |
|
|
2020
Q2 | $1.29M | Hold |
41,837
| – | – | 0.04% | 225 |
|
|
2020
Q1 | $982K | Buy |
41,837
+28,295
| +209% | +$664K | 0.04% | 238 |
|
|
2019
Q4 | $395K | Hold |
13,542
| – | – | 0.01% | 331 |
|
|
2019
Q3 | $364K | Buy |
+13,542
| New | +$364K | 0.01% | 330 |
|