Petrus Trust Company’s KKR & Co KKR Stock Holding History

Petrus Trust Company’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 Q2	–	Sell	-4,148	Closed	-$417K	–	678
2024 Q1	$417K	Buy	+4,148	New	+$381K	0.04%	292

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

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

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

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

ACM

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

Petrus Trust Company's KKR Position: Q2 2024 in Review

Petrus Trust Company sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 4,148 shares — an estimated $417K sold.

Petrus Trust Company first reported a position in KKR in Q1 2024 and held it in 1 quarter. The position peaked at $417K in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

Petrus Trust Company reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
Petrus Trust Company sold 4,148 KKR & Co shares in Q2 2024, an estimated $417K.
Petrus Trust Company first reported a position in KKR & Co in Q1 2024 and held it in 1 quarter.
Petrus Trust Company's KKR & Co position peaked at $417K in Q1 2024.
1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Petrus Trust Company's 13F filing for Q2 2024, filed 14 Aug 2024.