NERM
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New England Research & Management’s KKR & Co KKR Stock Holding History

New England Research & 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
Q2 		– Sell
-5,250
Closed -$307K – 169
2022
Q1 		$307K Sell
5,250
-350
-6% -$22K 0.16% 133
2021
Q4 		$417K Hold
5,600
– – 0.2% 124
2021
Q3 		$341K Hold
5,600
– – 0.18% 133
2021
Q2 		$332K Hold
5,600
– – 0.17% 138
2021
Q1 		$274K Buy
+5,600
New +$251K 0.15% 146

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

New England Research & Management's KKR Position: Q2 2022 in Review

New England Research & Management sold out of KKR & Co (KKR) in Q2 2022, closing a stake of 5,250 shares — an estimated $307K sold.

New England Research & Management first reported a position in KKR in Q1 2021 and held it in 5 quarters. The position peaked at $417K in Q4 2021. 736 funds tracked by Wall St. Rank hold KKR as of Q2 2022.

  • New England Research & Management reported no remaining KKR & Co position as of Q2 2022 after selling out during the quarter.
  • New England Research & Management sold 5,250 KKR & Co shares in Q2 2022, an estimated $307K.
  • New England Research & Management first reported a position in KKR & Co in Q1 2021 and held it in 5 quarters.
  • New England Research & Management's KKR & Co position peaked at $417K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held KKR & Co as of Q2 2022.

Based on New England Research & Management's 13F filing for Q2 2022, filed 20 Jul 2022.