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Redwood Investment Management’s KKR & Co KKR Stock Holding History

Redwood Investment Management’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
-6,333
Closed -$637K – 358
2024
Q1 		$637K Sell
6,333
-1,279
-17% -$118K 0.06% 268
2023
Q4 		$631K Sell
7,612
-4,324
-36% -$293K 0.06% 256
2023
Q3 		$735K Buy
+11,936
New +$725K 0.06% 253
2021
Q3 		– Sell
-29,564
Closed -$1.75M – 286
2021
Q2 		$1.75M Buy
29,564
+144
+0.5% +$7.99K 0.29% 76
2021
Q1 		$1.43M Sell
29,420
-953
-3% -$42.6K 0.27% 90
2020
Q4 		$1.23M Sell
30,373
-2,560
-8% -$96.7K 0.2% 84
2020
Q3 		$1.13M Sell
32,933
-17
-0.1% -$595 0.28% 67
2020
Q2 		$1.02M Sell
32,950
-1,098
-3% -$29.5K 0.29% 39
2020
Q1 		$799K Sell
34,048
-7,093
-17% -$204K 0.51% 54
2019
Q4 		$1.2M Buy
41,141
+1,645
+4% +$46.9K 0.3% 69
2019
Q3 		$1.06M Sell
39,496
-1,518
-4% -$40K 0.29% 65
2019
Q2 		$1.04M Sell
41,014
-1,050
-2% -$25.1K 0.29% 60
2019
Q1 		$988K Buy
42,064
+4,969
+13% +$113K 0.42% 72
2018
Q4 		$728K Buy
37,095
+1,042
+3% +$23.8K 0.55% 21
2018
Q3 		$983K Buy
+36,053
New +$963K 0.36% 63

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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

Redwood Investment Management's KKR Position: Q2 2024 in Review

Redwood Investment Management sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 6,333 shares — an estimated $637K sold.

Redwood Investment Management first reported a position in KKR in Q3 2018 and held it in 15 quarters. The position peaked at $1.75M in Q2 2021. 1,072 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Redwood Investment Management reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Redwood Investment Management sold 6,333 KKR & Co shares in Q2 2024, an estimated $637K.
  • Redwood Investment Management first reported a position in KKR & Co in Q3 2018 and held it in 15 quarters.
  • Redwood Investment Management's KKR & Co position peaked at $1.75M in Q2 2021.
  • 1,072 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Redwood Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.