SCA
KKR icon

Stonebridge Capital Advisors’s KKR & Co KKR Stock Holding History

Stonebridge Capital 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
2023
Q1 		– Sell
-5
Closed -$232 – 977
2022
Q4 		$232 Buy
+5
New +$244 ﹤0.01% 927

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stonebridge Capital Advisors's KKR Position: Q1 2023 in Review

Stonebridge Capital Advisors sold out of KKR & Co (KKR) in Q1 2023, closing a stake of 5 shares — an estimated $232 sold.

Stonebridge Capital Advisors first reported a position in KKR in Q4 2022 and held it in 1 quarter. The position peaked at $232 in Q4 2022. 745 funds tracked by Wall St. Rank hold KKR as of Q1 2023.

  • Stonebridge Capital Advisors reported no remaining KKR & Co position as of Q1 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 5 KKR & Co shares in Q1 2023, an estimated $232.
  • Stonebridge Capital Advisors first reported a position in KKR & Co in Q4 2022 and held it in 1 quarter.
  • Stonebridge Capital Advisors's KKR & Co position peaked at $232 in Q4 2022.
  • 745 funds tracked by Wall St. Rank held KKR & Co as of Q1 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2023, filed 12 May 2023.