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

Midwest 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
2022 Q1	$2.05M	Buy	35,069 +798	+2%	+$50.2K	1.24%	33
2021 Q4	$2.55M	Buy	34,271 +1,542	+5%	+$114K	1.6%	15
2021 Q3	$1.99M	Sell	32,729 -52	-0.2%	-$3.27K	1.37%	23
2021 Q2	$1.94M	Buy	32,781 +286	+0.9%	+$15.9K	1.39%	22
2021 Q1	$1.59M	Buy	32,495 +340	+1%	+$15.2K	1.29%	31
2020 Q4	$1.3M	Buy	+32,155	New	+$1.21M	1.19%	32

Other funds holding KKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Midwest Wealth Management's KKR Position: Q1 2022 in Review

Midwest Wealth Management increased its KKR & Co (KKR) stake by 2.3% in Q1 2022, buying an estimated $50.2K and bringing the position to 35,069 shares worth $2.05M. The position accounts for 1.24% of the portfolio, ranked #33.

Midwest Wealth Management first reported a position in KKR in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

Midwest Wealth Management held 35,069 shares of KKR & Co worth $2.05M as of Q1 2022.
Midwest Wealth Management bought 798 KKR & Co shares in Q1 2022, an estimated $50.2K.
KKR & Co made up 1.24% of Midwest Wealth Management's portfolio in Q1 2022, its #33 holding.
Midwest Wealth Management first reported a position in KKR & Co in Q4 2020 and has held it in 6 quarters since.
Midwest Wealth Management's KKR & Co position peaked at $2.55M in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.