Steward Partners Investment Solutions’s KKR & Co KKR Stock Holding History

Steward Partners Investment 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
2024 Q1	$699K	Buy	+6,948	New	+$639K	0.12%	121

Other funds holding KKR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Steward Partners Investment Solutions's KKR Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in KKR & Co (KKR) in Q1 2024: 6,948 shares worth $699K. The stake represents 0.12% of the portfolio and ranks #121 among its holdings.

1,040 funds tracked by Wall St. Rank hold KKR as of Q1 2024.

Steward Partners Investment Solutions held 6,948 shares of KKR & Co worth $699K as of Q1 2024.
KKR & Co was a new Steward Partners Investment Solutions position in Q1 2024.
KKR & Co made up 0.12% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #121 holding.
1,040 funds tracked by Wall St. Rank held KKR & Co as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.