Simplicity Solutions’s KKR & Co KKR Stock Holding History

Simplicity Solutions’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
2023 Q4	$2.99M	Sell	36,137 -476	-1%	-$32.2K	0.08%	221
2023 Q3	$2.26M	Sell	36,613 -3,317	-8%	-$201K	0.07%	251
2023 Q2	$2.24M	Sell	39,930 -21,948	-35%	-$1.15M	0.06%	288
2023 Q1	$3.25M	Buy	61,878 +53,054	+601%	+$2.85M	0.09%	215
2022 Q4	$410K	Sell	8,824 -1,108	-11%	-$54K	0.06%	389
2022 Q3	$427K	Buy	9,932 +522	+6%	+$26.4K	0.06%	352
2022 Q2	$436K	Buy	9,410 +2,065	+28%	+$108K	0.06%	336
2022 Q1	$429K	Sell	7,345 -6,129	-45%	-$386K	0.05%	337
2021 Q4	$1M	Buy	+13,474	New	+$994K	0.11%	215
2016 Q1	–	Sell	-24,805	Closed	-$387K	–	357
2015 Q4	$387K	Buy	+24,805	New	+$424K	0.05%	498

Other funds holding KKR

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simplicity Solutions's KKR Position: Q4 2023 in Review

Simplicity Solutions reduced its KKR & Co (KKR) stake by 1.3% in Q4 2023, selling an estimated $32.2K and leaving 36,137 shares worth $2.99M. The position accounts for 0.08% of the portfolio, ranked #221.

Simplicity Solutions first reported a position in KKR in Q4 2015 and has held it in 10 quarters since. The position peaked at $3.25M in Q1 2023. 919 funds tracked by Wall St. Rank hold KKR as of Q4 2023.

Simplicity Solutions held 36,137 shares of KKR & Co worth $2.99M as of Q4 2023.
Simplicity Solutions sold 476 KKR & Co shares in Q4 2023, an estimated $32.2K.
KKR & Co made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #221 holding.
Simplicity Solutions first reported a position in KKR & Co in Q4 2015 and has held it in 10 quarters since.
Simplicity Solutions's KKR & Co position peaked at $3.25M in Q1 2023.
919 funds tracked by Wall St. Rank held KKR & Co as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.