Mount Lucas Management’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,023
| Closed | -$465K | – | 175 |
|
|
2025
Q1 | $465K | Buy |
4,023
+124
| +3% | +$14.3K | 0.15% | 116 |
|
|
2024
Q4 | $577K | Sell |
3,899
-821
| -17% | -$121K | 0.2% | 100 |
|
|
2024
Q3 | $616K | Buy |
4,720
+116
| +3% | +$15.1K | 0.21% | 116 |
|
|
2024
Q2 | $485K | Buy |
+4,604
| New | +$485K | 0.14% | 118 |
|
|
2016
Q1 | – | Sell |
-253,800
| Closed | -$3.96M | – | 132 |
|
|
2015
Q4 | $3.96M | Buy |
+253,800
| New | +$3.96M | 0.59% | 41 |
|