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McElhenny Sheffield Capital Management’s KKR & Co KKR Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-12
Closed -$557 – 368
2022
Q4 		$557 Buy
+12
New +$585 ﹤0.01% 626

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

McElhenny Sheffield Capital Management's KKR Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of KKR & Co (KKR) in Q1 2023, closing a stake of 12 shares — an estimated $557 sold.

McElhenny Sheffield Capital Management first reported a position in KKR in Q4 2022 and held it in 1 quarter. The position peaked at $557 in Q4 2022. 745 funds tracked by Wall St. Rank hold KKR as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining KKR & Co position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 12 KKR & Co shares in Q1 2023, an estimated $557.
  • McElhenny Sheffield Capital Management first reported a position in KKR & Co in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's KKR & Co position peaked at $557 in Q4 2022.
  • 745 funds tracked by Wall St. Rank held KKR & Co as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.