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Next Financial Group’s KKR & Co KKR Stock Holding History

Next Financial Group’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
2021
Q4 		$23K Buy
315
+19
+6% +$1.4K ﹤0.01% 1827
2021
Q3 		$18K Buy
296
+96
+48% +$6.03K ﹤0.01% 1836
2021
Q2 		$12K Hold
200
– – ﹤0.01% 1923
2021
Q1 		$10K Hold
200
– – ﹤0.01% 1888
2020
Q4 		$8K Sell
200
-1,000
-83% -$37.8K ﹤0.01% 1851
2020
Q3 		$41K Buy
+1,200
New +$42K ﹤0.01% 1160
2020
Q2 		– Sell
-1,250
Closed -$29K – 1282
2020
Q1 		$29K Sell
1,250
-200
-14% -$5.74K ﹤0.01% 1145
2019
Q4 		$42K Hold
1,450
– – ﹤0.01% 1254
2019
Q3 		$39K Sell
1,450
-1,000
-41% -$26.4K ﹤0.01% 1216
2019
Q2 		$62K Buy
2,450
+1,950
+390% +$46.7K 0.01% 1098
2019
Q1 		$12K Sell
500
-1,000
-67% -$22.8K ﹤0.01% 1074
2018
Q4 		$29K Buy
1,500
+900
+150% +$20.6K 0.01% 977
2018
Q3 		$16K Buy
+600
New +$16K 0.01% 856
2017
Q4 		– Sell
-3,400
Closed -$68K – 878
2017
Q3 		$68K Sell
3,400
-150
-4% -$2.85K 0.02% 611
2017
Q2 		$66K Hold
3,550
– – 0.02% 688
2017
Q1 		$67K Sell
3,550
-6,335
-64% -$113K 0.02% 621
2016
Q4 		$152K Sell
9,885
-750
-7% -$11.3K 0.03% 553
2016
Q3 		$152K Buy
10,635
+1,675
+19% +$23.8K 0.03% 539
2016
Q2 		$110K Sell
8,960
-50
-0.6% -$669 0.03% 431
2016
Q1 		$132K Sell
9,010
-2,900
-24% -$39.5K 0.05% 361
2015
Q4 		$185K Sell
11,910
-526
-4% -$8.99K 0.07% 295
2015
Q3 		$208K Buy
12,436
+2,200
+21% +$46.8K 0.07% 274
2015
Q2 		$233K Buy
10,236
+800
+8% +$18.4K 0.08% 270
2015
Q1 		$215K Hold
9,436
– – 0.07% 297
2014
Q4 		$219K Sell
9,436
-4,233
-31% -$92.8K 0.07% 288
2014
Q3 		$305K Buy
13,669
+13,159
+2,580% +$309K 0.06% 341
2014
Q2 		$12K Buy
+510
New +$11.9K 0.01% 735

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's KKR Position: Q4 2021 in Review

Next Financial Group increased its KKR & Co (KKR) stake by 6.4% in Q4 2021, buying an estimated $1.4K and bringing the position to 315 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Next Financial Group first reported a position in KKR in Q2 2014 and has held it in 27 quarters since. The position peaked at $305K in Q3 2014. 838 funds tracked by Wall St. Rank hold KKR as of Q4 2021.

  • Next Financial Group held 315 shares of KKR & Co worth $23K as of Q4 2021.
  • Next Financial Group bought 19 KKR & Co shares in Q4 2021, an estimated $1.4K.
  • KKR & Co made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1827 holding.
  • Next Financial Group first reported a position in KKR & Co in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's KKR & Co position peaked at $305K in Q3 2014.
  • 838 funds tracked by Wall St. Rank held KKR & Co as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.