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Oxler Private Wealth’s KKR & Co KKR Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-25
Closed -$1.09K – 243
2022
Q3 		$1.09K Hold
25
– – ﹤0.01% 430
2022
Q2 		$1.17K Buy
+25
New +$1.31K ﹤0.01% 231

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oxler Private Wealth's KKR Position: Q4 2022 in Review

Oxler Private Wealth sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 25 shares — an estimated $1.09K sold.

Oxler Private Wealth first reported a position in KKR in Q2 2022 and held it in 2 quarters. The position peaked at $1.17K in Q2 2022. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Oxler Private Wealth reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 25 KKR & Co shares in Q4 2022, an estimated $1.09K.
  • Oxler Private Wealth first reported a position in KKR & Co in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's KKR & Co position peaked at $1.17K in Q2 2022.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.