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Sherbrooke Park Advisers’s KKR & Co KKR Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-9,546
Closed -$1M – 1088
2024
Q2 		$1M Buy
9,546
+4,850
+103% +$494K 0.18% 174
2024
Q1 		$472K Buy
+4,696
New +$432K 0.09% 381
2023
Q4 		– Sell
-4,230
Closed -$261K – 585
2023
Q3 		$261K Sell
4,230
-5,837
-58% -$354K 0.08% 351
2023
Q2 		$564K Buy
10,067
+4,467
+80% +$234K 0.3% 144
2023
Q1 		$294K Buy
+5,600
New +$301K 0.44% 101

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sherbrooke Park Advisers's KKR Position: Q3 2024 in Review

Sherbrooke Park Advisers sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 9,546 shares — an estimated $1M sold.

Sherbrooke Park Advisers first reported a position in KKR in Q1 2023 and held it in 5 quarters. The position peaked at $1M in Q2 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

  • Sherbrooke Park Advisers reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 9,546 KKR & Co shares in Q3 2024, an estimated $1M.
  • Sherbrooke Park Advisers first reported a position in KKR & Co in Q1 2023 and held it in 5 quarters.
  • Sherbrooke Park Advisers's KKR & Co position peaked at $1M in Q2 2024.
  • 1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.