SpiderRock Advisors’s KKR & Co KKR Stock Holding History

SpiderRock Advisors’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Hold	–	-$18K	–	229
2017 Q3	–	Hold	–	–	–	359
2017 Q2	–	Hold	–	–	–	265
2017 Q1	–	Hold	–	–	–	776

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

SpiderRock Advisors's KKR Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in KKR & Co (KKR) in Q3 2024: 25,416 shares worth $3.32M. The stake represents 0.05% of the portfolio and ranks #224 among its holdings.

1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

SpiderRock Advisors held 25,416 shares of KKR & Co worth $3.32M as of Q3 2024.
KKR & Co was a new SpiderRock Advisors position in Q3 2024.
KKR & Co made up 0.05% of SpiderRock Advisors's portfolio in Q3 2024, its #224 holding.
1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.