LIWM
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Long Island Wealth Management’s KKR & Co KKR Stock Holding History

Long Island 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
2024
Q1 		– Sell
-44
Closed -$4K – 243
2023
Q4 		$4K Buy
+44
New +$2.98K ﹤0.01% 288

Other funds holding KKR

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Long Island Wealth Management's KKR Position: Q1 2024 in Review

Long Island Wealth Management sold out of KKR & Co (KKR) in Q1 2024, closing a stake of 44 shares — an estimated $4K sold.

Long Island Wealth Management first reported a position in KKR in Q4 2023 and held it in 1 quarter. The position peaked at $4K in Q4 2023. 1,037 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

  • Long Island Wealth Management reported no remaining KKR & Co position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 44 KKR & Co shares in Q1 2024, an estimated $4K.
  • Long Island Wealth Management first reported a position in KKR & Co in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's KKR & Co position peaked at $4K in Q4 2023.
  • 1,037 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.