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Retireful LLC’s KKR & Co KKR Stock Holding History

Retireful LLC’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
-27,863
Closed -$2.8M – 121
2024
Q1 		$2.8M Sell
27,863
-376
-1% -$34.6K 1.17% 27
2023
Q4 		$2.34M Sell
28,239
-32,797
-54% -$2.22M 1.02% 25
2023
Q3 		$3.76M Buy
+61,036
New +$3.71M 1.79% 16

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

Retireful LLC's KKR Position: Q2 2024 in Review

Retireful LLC sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 27,863 shares — an estimated $2.8M sold.

Retireful LLC first reported a position in KKR in Q3 2023 and held it in 3 quarters. The position peaked at $3.76M in Q3 2023. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Retireful LLC reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Retireful LLC sold 27,863 KKR & Co shares in Q2 2024, an estimated $2.8M.
  • Retireful LLC first reported a position in KKR & Co in Q3 2023 and held it in 3 quarters.
  • Retireful LLC's KKR & Co position peaked at $3.76M in Q3 2023.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Retireful LLC's 13F filing for Q2 2024, filed 1 Aug 2024.