Seven Post Investment Office’s KKR & Co KKR Stock Holding History

Seven Post Investment Office’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 Q4	–	Sell	-18,700	Closed	-$2.44M	–	49
2024 Q3	$2.44M	Hold	18,700	–	–	0.37%	24
2024 Q2	$1.97M	Hold	18,700	–	–	0.36%	24
2024 Q1	$1.88M	Hold	18,700	–	–	0.46%	23
2023 Q4	$1.55M	Hold	18,700	–	–	0.39%	25
2023 Q3	$1.15M	Hold	18,700	–	–	0.32%	29
2023 Q2	$1.05M	Hold	18,700	–	–	0.32%	28
2023 Q1	$982K	Hold	18,700	–	–	0.35%	23
2022 Q4	$868K	Hold	18,700	–	–	0.31%	25
2022 Q3	$804K	Hold	18,700	–	–	0.31%	22
2022 Q2	$866K	Hold	18,700	–	–	0.32%	22
2022 Q1	$1.09M	Hold	18,700	–	–	0.33%	22
2021 Q4	$1.39M	Hold	18,700	–	–	0.38%	21
2021 Q3	$1.14M	Hold	18,700	–	–	0.35%	23
2021 Q2	$1.11M	Hold	18,700	–	–	0.33%	22
2021 Q1	$913K	Hold	18,700	–	–	0.32%	21
2020 Q4	$757K	Hold	18,700	–	–	0.31%	20
2020 Q3	$642K	Hold	18,700	–	–	0.25%	22
2020 Q2	$577K	Hold	18,700	–	–	0.24%	25
2020 Q1	$439K	Buy	18,700 +8,100	+76%	+$233K	0.23%	26
2019 Q4	$309K	Hold	10,600	–	–	0.22%	21
2019 Q3	$285K	Buy	+10,600	New	+$280K	0.2%	20

Other funds holding KKR

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Post Investment Office's KKR Position: Q4 2024 in Review

Seven Post Investment Office sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 18,700 shares — an estimated $2.44M sold.

Seven Post Investment Office first reported a position in KKR in Q3 2019 and held it in 21 quarters. The position peaked at $2.44M in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

Seven Post Investment Office reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 18,700 KKR & Co shares in Q4 2024, an estimated $2.44M.
Seven Post Investment Office first reported a position in KKR & Co in Q3 2019 and held it in 21 quarters.
Seven Post Investment Office's KKR & Co position peaked at $2.44M in Q3 2024.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.