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Paloma Partners’s KKR & Co KKR Stock Holding History

Paloma Partners’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
Q3 		– Sell
-2,900
Closed -$305K – 1434
2024
Q2 		$305K Buy
+2,900
New +$295K 0.01% 905
2018
Q1 		– Sell
-13,200
Closed -$278K – 2110
2017
Q4 		$278K Buy
+13,200
New +$265K ﹤0.01% 1595

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paloma Partners's KKR Position: Q3 2024 in Review

Paloma Partners sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 37,264 shares — an estimated $3.92M sold.

Paloma Partners first reported a position in KKR in Q3 2019 and held it in 10 quarters. The position peaked at $4.02M in Q1 2021. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Paloma Partners reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 37,264 KKR & Co shares in Q3 2024, an estimated $3.92M.
  • Paloma Partners first reported a position in KKR & Co in Q3 2019 and held it in 10 quarters.
  • Paloma Partners's KKR & Co position peaked at $4.02M in Q1 2021.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.