SG
KKR icon

Stonnington Group’s KKR & Co KKR Stock Holding History

Stonnington 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
Q1 		$302K Buy
+5,800
New +$311K 0.08% 186
2022
Q1 		– Sell
-8,800
Closed -$631K – 258
2021
Q4 		$631K Buy
8,800
+1,100
+14% +$81.2K 0.14% 143
2021
Q3 		$504K Sell
7,700
-10,300
-57% -$647K 0.11% 165
2021
Q2 		$1.04M Hold
18,000
– – 0.23% 110
2021
Q1 		$974K Buy
+18,000
New +$805K 0.24% 111

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

Stonnington Group's KKR Position: Q1 2023 in Review

Stonnington Group opened a new position in KKR & Co (KKR) in Q1 2023: 5,800 shares worth $302K. The stake represents 0.08% of the portfolio and ranks #186 among its holdings. This is a return to the name: Stonnington Group previously reported a position in KKR as recently as Q4 2021.

Stonnington Group first reported a position in KKR in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2021. 745 funds tracked by Wall St. Rank hold KKR as of Q1 2023.

  • Stonnington Group held 5,800 shares of KKR & Co worth $302K as of Q1 2023.
  • KKR & Co was a new Stonnington Group position in Q1 2023.
  • KKR & Co made up 0.08% of Stonnington Group's portfolio in Q1 2023, its #186 holding.
  • Stonnington Group first reported a position in KKR & Co in Q1 2021 and has held it in 5 quarters since.
  • Stonnington Group's KKR & Co position peaked at $1.04M in Q2 2021.
  • 745 funds tracked by Wall St. Rank held KKR & Co as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.