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LMR Partners’s KKR & Co KKR Stock Holding History

LMR Partners’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
Q1 		– Sell
-362,967
Closed -$33.4M – 1238
2023
Q4 		$30.1M Sell
362,967
-275,571
-43% -$18.7M 0.34% 55
2023
Q3 		$39.3M Buy
+638,538
New +$38.8M 0.44% 42
2019
Q1 		– Sell
-492,803
Closed -$9.67M – 422
2018
Q4 		$9.67M Buy
+492,803
New +$11.3M 0.47% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMR Partners's KKR Position: Q1 2024 in Review

LMR Partners sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 362,967 shares — an estimated $33.4M sold.

LMR Partners first reported a position in KKR in Q4 2018 and held it in 3 quarters. The position peaked at $39.3M in Q3 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • LMR Partners reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • LMR Partners sold 362,967 KKR & Co shares in Q1 2024, an estimated $33.4M.
  • LMR Partners first reported a position in KKR & Co in Q4 2018 and held it in 3 quarters.
  • LMR Partners's KKR & Co position peaked at $39.3M in Q3 2023.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on LMR Partners's 13F filing for Q1 2024, filed 15 May 2024.