SQA
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Simon Quick Advisors’s KKR & Co KKR Stock Holding History

Simon Quick Advisors’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
2025
Q3 		– Sell
-2,249
Closed -$299K – 403
2025
Q2 		$299K Sell
2,249
-4,050
-64% -$474K 0.02% 302
2025
Q1 		$728K Buy
6,299
+3,482
+124% +$479K 0.04% 219
2024
Q4 		$417K Buy
2,817
+360
+15% +$52.8K 0.03% 281
2024
Q3 		$321K Buy
2,457
+262
+12% +$31K 0.02% 310
2024
Q2 		$231K Sell
2,195
-3,220
-59% -$328K 0.02% 338
2024
Q1 		$545K Buy
+5,415
New +$498K 0.04% 191
2020
Q4 		– Sell
-929
Closed -$32K – 498
2020
Q3 		$32K Sell
929
-40
-4% -$1.4K 0.01% 252
2020
Q2 		$30K Sell
969
-104
-10% -$2.79K 0.01% 256
2020
Q1 		$25K Sell
1,073
-29
-3% -$833 0.01% 260
2019
Q4 		$32K Sell
1,102
-316
-22% -$9K 0.01% 278
2019
Q3 		$38K Buy
+1,418
New +$37.4K 0.02% 200
2019
Q2 		– Sell
-3,589
Closed -$84K – 545
2019
Q1 		$84K Buy
3,589
+197
+6% +$4.49K 0.04% 135
2018
Q4 		$67K Buy
+3,392
New +$77.6K 0.02% 152
2017
Q4 		– Sell
-1,500
Closed -$30K – 534
2017
Q3 		$30K Hold
1,500
– – 0.01% 325
2017
Q2 		$28K Buy
+1,500
New +$27.5K 0.02% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return