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Naples Money Management’s KKR & Co KKR Stock Holding History

Naples Money 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
Q3 		$32K Sell
245
-55
-18% -$6.51K 0.03% 109
2024
Q2 		$31.4K Sell
300
-55
-15% -$5.6K 0.03% 106
2024
Q1 		$35.7K Sell
355
-160
-31% -$14.7K 0.04% 101
2023
Q4 		$42.7K Buy
+515
New +$34.9K 0.04% 94

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Money Management's KKR Position: Q3 2024 in Review

Naples Money Management reduced its KKR & Co (KKR) stake by 18% in Q3 2024, selling an estimated $6.51K and leaving 245 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #109.

Naples Money Management first reported a position in KKR in Q4 2023 and has held it in 4 quarters since. The position peaked at $42.7K in Q4 2023. 1,174 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Naples Money Management held 245 shares of KKR & Co worth $32K as of Q3 2024.
  • Naples Money Management sold 55 KKR & Co shares in Q3 2024, an estimated $6.51K.
  • KKR & Co made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #109 holding.
  • Naples Money Management first reported a position in KKR & Co in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's KKR & Co position peaked at $42.7K in Q4 2023.
  • 1,174 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.