Psagot Value Holdings’s KKR & Co KKR Stock Holding History

Psagot Value Holdings’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	-407	Closed	-$18K	–	367
2022 Q3	$18K	Buy	+407	New	+$20.6K	0.01%	291
2021 Q2	–	Sell	-720	Closed	-$35K	–	469
2021 Q1	$35K	Hold	720	–	–	﹤0.01%	328
2020 Q4	$29K	Hold	720	–	–	﹤0.01%	309
2020 Q3	$25K	Sell	720 -180	-20%	-$6.3K	﹤0.01%	351
2020 Q2	$28K	Hold	900	–	–	﹤0.01%	324
2020 Q1	$21K	Hold	900	–	–	﹤0.01%	333
2019 Q4	$26K	Hold	900	–	–	﹤0.01%	382
2019 Q3	$24K	Hold	900	–	–	﹤0.01%	352
2019 Q2	$23K	Buy	+900	New	+$21.5K	﹤0.01%	358

Other funds holding KKR

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Psagot Value Holdings's KKR Position: Q4 2022 in Review

Psagot Value Holdings sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 407 shares — an estimated $18K sold.

Psagot Value Holdings first reported a position in KKR in Q2 2019 and held it in 9 quarters. The position peaked at $35K in Q1 2021. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

Psagot Value Holdings reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 407 KKR & Co shares in Q4 2022, an estimated $18K.
Psagot Value Holdings first reported a position in KKR & Co in Q2 2019 and held it in 9 quarters.
Psagot Value Holdings's KKR & Co position peaked at $35K in Q1 2021.
733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.