QCM Cayman’s KKR & Co KKR Stock Holding History

QCM Cayman’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 Q3	–	Sell	-2,465	Closed	-$259K	–	27
2024 Q2	$259K	Buy	+2,465	New	+$251K	2.8%	15
2016 Q1	–	Sell	-12,137	Closed	-$189K	–	222
2015 Q4	$189K	Buy	+12,137	New	+$208K	0.16%	102

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM Cayman's KKR Position: Q3 2024 in Review

QCM Cayman sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 2,465 shares — an estimated $259K sold.

QCM Cayman first reported a position in KKR in Q4 2015 and held it in 2 quarters. The position peaked at $259K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

QCM Cayman reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
QCM Cayman sold 2,465 KKR & Co shares in Q3 2024, an estimated $259K.
QCM Cayman first reported a position in KKR & Co in Q4 2015 and held it in 2 quarters.
QCM Cayman's KKR & Co position peaked at $259K in Q2 2024.
1,174 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on QCM Cayman's 13F filing for Q3 2024, filed 4 Nov 2024.