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

Sendero 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
2024
Q2 		– Sell
-20,332
Closed -$2.04M – 163
2024
Q1 		$2.04M Sell
20,332
-34,108
-63% -$3.14M 0.35% 54
2023
Q4 		$4.51M Sell
54,440
-12,706
-19% -$860K 0.85% 26
2023
Q3 		$4.14M Buy
67,146
+5,045
+8% +$306K 0.89% 23
2023
Q2 		$3.48M Buy
62,101
+17,856
+40% +$935K 0.76% 29
2023
Q1 		$2.32M Buy
44,245
+16,603
+60% +$891K 0.71% 31
2022
Q4 		$1.28M Buy
27,642
+14,514
+111% +$707K 0.46% 45
2022
Q3 		$565K Buy
+13,128
New +$663K 0.24% 61

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

Sendero Wealth Management's KKR Position: Q2 2024 in Review

Sendero Wealth Management sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 20,332 shares — an estimated $2.04M sold.

Sendero Wealth Management first reported a position in KKR in Q3 2022 and held it in 7 quarters. The position peaked at $4.51M in Q4 2023. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

  • Sendero Wealth Management reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
  • Sendero Wealth Management sold 20,332 KKR & Co shares in Q2 2024, an estimated $2.04M.
  • Sendero Wealth Management first reported a position in KKR & Co in Q3 2022 and held it in 7 quarters.
  • Sendero Wealth Management's KKR & Co position peaked at $4.51M in Q4 2023.
  • 1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.