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Sutton Wealth Advisors’s KKR & Co KKR Stock Holding History

Sutton Wealth 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
Q3 		$2.03K Hold
33
– – ﹤0.01% 718
2023
Q2 		$1.85K Hold
33
– – ﹤0.01% 705
2023
Q1 		$1.73K Hold
33
– – ﹤0.01% 664
2022
Q4 		$1.53K Hold
33
– – ﹤0.01% 1243
2022
Q3 		$1.42K Hold
33
– – ﹤0.01% 1227
2022
Q2 		$1.53K Buy
33
+9
+38% +$472 ﹤0.01% 1216
2022
Q1 		$1.4K Buy
24
+3
+14% +$189 ﹤0.01% 1257
2021
Q4 		$1.56K Buy
+21
New +$1.55K ﹤0.01% 1237

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

Sutton Wealth Advisors's KKR Position: Q3 2023 in Review

Sutton Wealth Advisors held its KKR & Co (KKR) position steady in Q3 2023 at 33 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Sutton Wealth Advisors first reported a position in KKR in Q4 2021 and has held it in 8 quarters since. 796 funds tracked by Wall St. Rank hold KKR as of Q3 2023.

  • Sutton Wealth Advisors held 33 shares of KKR & Co worth $2.03K as of Q3 2023.
  • Sutton Wealth Advisors left its KKR & Co share count unchanged in Q3 2023.
  • KKR & Co made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #718 holding.
  • Sutton Wealth Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 8 quarters since.
  • 796 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.