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Panagora Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Panagora Asset Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-53
Closed -$1K – 2868
2021
Q1 		$1K Buy
+53
New +$804 ﹤0.01% 2773
2019
Q4 		– Sell
-1,001
Closed -$16K – 2520
2019
Q3 		$16K Buy
+1,001
New +$15.6K ﹤0.01% 2108

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Panagora Asset Management's KIO Position: Q2 2021 in Review

Panagora Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q2 2021, closing a stake of 53 shares — an estimated $1K sold.

Panagora Asset Management first reported a position in KIO in Q3 2019 and held it in 2 quarters. The position peaked at $16K in Q3 2019. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • Panagora Asset Management reported no remaining KKR Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Panagora Asset Management sold 53 KKR Income Opportunities Fund shares in Q2 2021, an estimated $1K.
  • Panagora Asset Management first reported a position in KKR Income Opportunities Fund in Q3 2019 and held it in 2 quarters.
  • Panagora Asset Management's KKR Income Opportunities Fund position peaked at $16K in Q3 2019.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on Panagora Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.