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RFP Financial Group’s KKR & Co KKR Stock Holding History

RFP Financial Group’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
-326
Closed -$34.3K – 467
2024
Q2 		$34.3K Buy
326
+40
+14% +$4.07K 0.01% 280
2024
Q1 		$28.8K Buy
286
+31
+12% +$2.85K 0.01% 268
2023
Q4 		$21.1K Hold
255
– – 0.01% 302
2023
Q3 		$15.7K Hold
255
– – 0.01% 326
2023
Q2 		$14.3K Buy
+255
New +$13.4K 0.01% 363
2023
Q1 		– Sell
-255
Closed -$11.8K – 807
2022
Q4 		$11.8K Buy
+255
New +$12.4K 0.01% 363

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFP Financial Group's KKR Position: Q3 2024 in Review

RFP Financial Group sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 326 shares — an estimated $34.3K sold.

RFP Financial Group first reported a position in KKR in Q4 2022 and held it in 6 quarters. The position peaked at $34.3K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • RFP Financial Group reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 326 KKR & Co shares in Q3 2024, an estimated $34.3K.
  • RFP Financial Group first reported a position in KKR & Co in Q4 2022 and held it in 6 quarters.
  • RFP Financial Group's KKR & Co position peaked at $34.3K in Q2 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.