PSI Advisors’s KKR & Co KKR Stock Holding History

PSI Advisors’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
2023 Q3	–	Sell	-285	Closed	-$16K	–	873
2023 Q2	$16K	Hold	285	–	–	0.01%	423
2023 Q1	$15K	Hold	285	–	–	0.01%	381
2022 Q4	$13.2K	Hold	285	–	–	0.01%	384
2022 Q3	$12K	Hold	285	–	–	0.01%	397
2022 Q2	$13K	Hold	285	–	–	0.01%	414
2022 Q1	$17K	Hold	285	–	–	0.01%	390
2021 Q4	$21K	Hold	285	–	–	0.01%	394
2021 Q3	$17K	Buy	+285	New	+$17.9K	0.01%	409
2020 Q1	–	Sell	-400	Closed	-$11K	–	360
2019 Q4	$11K	Buy	+400	New	+$11.4K	0.01%	454

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

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

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

ACM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PSI Advisors's KKR Position: Q3 2023 in Review

PSI Advisors sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 285 shares — an estimated $16K sold.

PSI Advisors first reported a position in KKR in Q4 2019 and held it in 9 quarters. The position peaked at $21K in Q4 2021. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

PSI Advisors reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
PSI Advisors sold 285 KKR & Co shares in Q3 2023, an estimated $16K.
PSI Advisors first reported a position in KKR & Co in Q4 2019 and held it in 9 quarters.
PSI Advisors's KKR & Co position peaked at $21K in Q4 2021.
795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on PSI Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.