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Saba Capital Management’s KKR & Co KKR Stock Holding History

Saba Capital 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
2023
Q4 		– Sell
-38,728
Closed -$2.62M – 511
2023
Q3 		$2.39M Sell
38,728
-28,910
-43% -$1.76M 0.06% 197
2023
Q2 		$3.79M Buy
+67,638
New +$3.54M 0.1% 174

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

Saba Capital Management's KKR Position: Q4 2023 in Review

Saba Capital Management sold out of KKR & Co (KKR) in Q4 2023, closing a stake of 38,728 shares — an estimated $2.62M sold.

Saba Capital Management first reported a position in KKR in Q2 2023 and held it in 2 quarters. The position peaked at $3.79M in Q2 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

  • Saba Capital Management reported no remaining KKR & Co position as of Q4 2023 after selling out during the quarter.
  • Saba Capital Management sold 38,728 KKR & Co shares in Q4 2023, an estimated $2.62M.
  • Saba Capital Management first reported a position in KKR & Co in Q2 2023 and held it in 2 quarters.
  • Saba Capital Management's KKR & Co position peaked at $3.79M in Q2 2023.
  • 919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Saba Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.