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Selective Wealth Management’s KKR & Co KKR Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-1,000
Closed -$43K – 447
2022
Q3 		$43K Hold
1,000
– – 0.02% 310
2022
Q2 		$46K Hold
1,000
– – 0.02% 330
2022
Q1 		$58K Hold
1,000
– – 0.02% 279
2021
Q4 		$75K Hold
1,000
– – 0.03% 224
2021
Q3 		$61K Hold
1,000
– – 0.03% 236
2021
Q2 		$59K Buy
+1,000
New +$55.5K 0.05% 173

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's KKR Position: Q4 2022 in Review

Selective Wealth Management sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 1,000 shares — an estimated $43K sold.

Selective Wealth Management first reported a position in KKR in Q2 2021 and held it in 6 quarters. The position peaked at $75K in Q4 2021. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Selective Wealth Management reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,000 KKR & Co shares in Q4 2022, an estimated $43K.
  • Selective Wealth Management first reported a position in KKR & Co in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's KKR & Co position peaked at $75K in Q4 2021.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.