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Nicola Wealth Management’s KKR & Co KKR Stock Holding History

Nicola Wealth 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
2023
Q2 		– Sell
-4,000
Closed -$210K – 109
2023
Q1 		$210K Buy
+4,000
New +$215K 0.02% 110

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Nicola Wealth Management's KKR Position: Q2 2023 in Review

Nicola Wealth Management sold out of KKR & Co (KKR) in Q2 2023, closing a stake of 4,000 shares — an estimated $210K sold.

Nicola Wealth Management first reported a position in KKR in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 760 funds tracked by Wall St. Rank hold KKR as of Q2 2023.

  • Nicola Wealth Management reported no remaining KKR & Co position as of Q2 2023 after selling out during the quarter.
  • Nicola Wealth Management sold 4,000 KKR & Co shares in Q2 2023, an estimated $210K.
  • Nicola Wealth Management first reported a position in KKR & Co in Q1 2023 and held it in 1 quarter.
  • Nicola Wealth Management's KKR & Co position peaked at $210K in Q1 2023.
  • 760 funds tracked by Wall St. Rank held KKR & Co as of Q2 2023.

Based on Nicola Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.