People's United Financial’s KKR & Co KKR Stock Holding History

People's United Financial’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 Q1	$549K	Sell	9,386 -1,361	-13%	-$85.7K	0.02%	439
2021 Q4	$801K	Buy	+10,747	New	+$793K	0.02%	402
2020 Q1	–	Sell	-6,977	Closed	-$204K	–	676
2019 Q4	$204K	Buy	+6,977	New	+$199K	0.01%	700
2016 Q1	–	Sell	-9,625	Closed	-$150K	–	883
2015 Q4	$150K	Buy	+9,625	New	+$165K	0.01%	466
2015 Q2	–	Sell	-100	Closed	-$2K	–	834
2015 Q1	$2K	Hold	100	–	–	﹤0.01%	783
2014 Q4	$2K	Hold	100	–	–	﹤0.01%	780
2014 Q3	$2K	Hold	100	–	–	﹤0.01%	775
2014 Q2	$2K	Hold	100	–	–	﹤0.01%	788
2014 Q1	$2K	Sell	100 -250	-71%	-$6.05K	﹤0.01%	768
2013 Q4	$9K	Buy	350 +175	+100%	+$4.03K	﹤0.01%	680
2013 Q3	$4K	Buy	+175	New	+$3.51K	﹤0.01%	733

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

People's United Financial's KKR Position: Q1 2022 in Review

People's United Financial reduced its KKR & Co (KKR) stake by 13% in Q1 2022, selling an estimated $85.7K and leaving 9,386 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #439.

People's United Financial first reported a position in KKR in Q3 2013 and has held it in 11 quarters since. The position peaked at $801K in Q4 2021. 790 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

People's United Financial held 9,386 shares of KKR & Co worth $549K as of Q1 2022.
People's United Financial sold 1,361 KKR & Co shares in Q1 2022, an estimated $85.7K.
KKR & Co made up 0.02% of People's United Financial's portfolio in Q1 2022, its #439 holding.
People's United Financial first reported a position in KKR & Co in Q3 2013 and has held it in 11 quarters since.
People's United Financial's KKR & Co position peaked at $801K in Q4 2021.
790 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.