LWM
KKR icon

Laidlaw Wealth Management’s KKR & Co KKR Stock Holding History

Laidlaw Wealth Management’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
2023
Q3 		– Sell
-4,020
Closed -$225K – 329
2023
Q2 		$225K Hold
4,020
– – 0.04% 307
2023
Q1 		$211K Buy
+4,020
New +$216K 0.04% 326
2022
Q2 		– Sell
-4,830
Closed -$282K – 390
2022
Q1 		$282K Buy
4,830
+275
+6% +$17.3K 0.05% 313
2021
Q4 		$339K Buy
4,555
+571
+14% +$42.1K 0.05% 284
2021
Q3 		$243K Buy
3,984
+84
+2% +$5.28K 0.06% 212
2021
Q2 		$231K Buy
+3,900
New +$216K 0.06% 227

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Laidlaw Wealth Management's KKR Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 4,020 shares — an estimated $225K sold.

Laidlaw Wealth Management first reported a position in KKR in Q2 2021 and held it in 6 quarters. The position peaked at $339K in Q4 2021. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,020 KKR & Co shares in Q3 2023, an estimated $225K.
  • Laidlaw Wealth Management first reported a position in KKR & Co in Q2 2021 and held it in 6 quarters.
  • Laidlaw Wealth Management's KKR & Co position peaked at $339K in Q4 2021.
  • 795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.