Kowal Investment Group’s KKR & Co KKR Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-75	Closed	-$5K	–	547
2021 Q3	$5K	Buy	+75	New	+$4.71K	﹤0.01%	647

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kowal Investment Group's KKR Position: Q4 2021 in Review

Kowal Investment Group sold out of KKR & Co (KKR) in Q4 2021, closing a stake of 75 shares — an estimated $5K sold.

Kowal Investment Group first reported a position in KKR in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 838 funds tracked by Wall St. Rank hold KKR as of Q4 2021.

Kowal Investment Group reported no remaining KKR & Co position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 75 KKR & Co shares in Q4 2021, an estimated $5K.
Kowal Investment Group first reported a position in KKR & Co in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's KKR & Co position peaked at $5K in Q3 2021.
838 funds tracked by Wall St. Rank held KKR & Co as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.