Safeguard Financial’s KKR & Co KKR Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-411	Closed	-$23K	–	327
2023 Q2	$23K	Buy	+411	New	+$21.5K	0.01%	249

Other funds holding KKR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Safeguard Financial's KKR Position: Q3 2023 in Review

Safeguard Financial sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 411 shares — an estimated $23K sold.

Safeguard Financial first reported a position in KKR in Q2 2023 and held it in 1 quarter. The position peaked at $23K in Q2 2023. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

Safeguard Financial reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 411 KKR & Co shares in Q3 2023, an estimated $23K.
Safeguard Financial first reported a position in KKR & Co in Q2 2023 and held it in 1 quarter.
Safeguard Financial's KKR & Co position peaked at $23K in Q2 2023.
795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.