Mirabella Financial Services’s KKR & Co KKR Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-18,571	Closed	-$1.87M	–	565
2024 Q1	$1.87M	Buy	18,571 +11,030	+146%	+$1.01M	0.13%	124
2023 Q4	$625K	Sell	7,541 -34,799	-82%	-$2.36M	0.08%	177
2023 Q3	$2.61M	Buy	+42,340	New	+$2.57M	0.36%	74
2023 Q2	–	Sell	-4,782	Closed	-$251K	–	582
2023 Q1	$251K	Sell	4,782 -482	-9%	-$25.9K	0.04%	318
2022 Q4	$244K	Buy	+5,264	New	+$257K	0.02%	298
2022 Q1	–	Sell	-2,992	Closed	-$223K	–	618
2021 Q4	$223K	Sell	2,992 -5,727	-66%	-$423K	0.02%	324
2021 Q3	$531K	Buy	+8,719	New	+$548K	0.07%	226

Other funds holding KKR

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirabella Financial Services's KKR Position: Q2 2024 in Review

Mirabella Financial Services sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 18,571 shares — an estimated $1.87M sold.

Mirabella Financial Services first reported a position in KKR in Q3 2021 and held it in 7 quarters. The position peaked at $2.61M in Q3 2023. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

Mirabella Financial Services reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 18,571 KKR & Co shares in Q2 2024, an estimated $1.87M.
Mirabella Financial Services first reported a position in KKR & Co in Q3 2021 and held it in 7 quarters.
Mirabella Financial Services's KKR & Co position peaked at $2.61M in Q3 2023.
1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.