O'Neil Global Advisors’s KKR & Co KKR Stock Holding History

O'Neil Global Advisors’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 Q4	–	Sell	-6,800	Closed	-$888K	–	50
2024 Q3	$888K	Buy	+6,800	New	+$805K	0.23%	41

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Neil Global Advisors's KKR Position: Q4 2024 in Review

O'Neil Global Advisors sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 6,800 shares — an estimated $888K sold.

O'Neil Global Advisors first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $888K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

O'Neil Global Advisors reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
O'Neil Global Advisors sold 6,800 KKR & Co shares in Q4 2024, an estimated $888K.
O'Neil Global Advisors first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
O'Neil Global Advisors's KKR & Co position peaked at $888K in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on O'Neil Global Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.