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Steward Financial Group’s KKR & Co KKR Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+82
New +$4.98K ﹤0.01% 620
2023
Q2 		– Sell
-32
Closed -$1K – 747
2023
Q1 		$1K Buy
32
+15
+88% +$805 ﹤0.01% 626
2022
Q4 		$0 Buy
+17
New +$829 ﹤0.01% 680
2022
Q3 		– Sell
-17
Closed – – 724
2022
Q2 		$0 Buy
+17
New +$892 ﹤0.01% 1170

Other funds holding KKR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Steward Financial Group's KKR Position: Q3 2023 in Review

Steward Financial Group opened a new position in KKR & Co (KKR) in Q3 2023: 82 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KKR as recently as Q1 2023.

Steward Financial Group first reported a position in KKR in Q2 2022 and has held it in 4 quarters since. 795 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • Steward Financial Group held 82 shares of KKR & Co worth $5K as of Q3 2023.
  • KKR & Co was a new Steward Financial Group position in Q3 2023.
  • KKR & Co made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #620 holding.
  • Steward Financial Group first reported a position in KKR & Co in Q2 2022 and has held it in 4 quarters since.
  • 795 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.