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LBP AM’s KKR & Co KKR Stock Holding History

LBP AM’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
Q3 		– Sell
-8,568
Closed -$902K – 390
2024
Q2 		$902K Sell
8,568
-660
-7% -$67.2K 0.04% 279
2024
Q1 		$928K Buy
9,228
+2,565
+38% +$236K 0.04% 251
2023
Q4 		$552K Hold
6,663
– – 0.01% 367
2023
Q3 		$410K Buy
+6,663
New +$405K 0.01% 446
2023
Q2 		– Sell
-18,050
Closed -$948K – 458
2023
Q1 		$948K Sell
18,050
-1,257
-7% -$67.5K 0.02% 369
2022
Q4 		$896K Buy
+19,307
New +$941K 0.03% 360

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LBP AM's KKR Position: Q3 2024 in Review

LBP AM sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 8,568 shares — an estimated $902K sold.

LBP AM first reported a position in KKR in Q4 2022 and held it in 6 quarters. The position peaked at $948K in Q1 2023. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • LBP AM reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • LBP AM sold 8,568 KKR & Co shares in Q3 2024, an estimated $902K.
  • LBP AM first reported a position in KKR & Co in Q4 2022 and held it in 6 quarters.
  • LBP AM's KKR & Co position peaked at $948K in Q1 2023.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on LBP AM's 13F filing for Q3 2024, filed 12 Nov 2024.