Symmetry Partners’s KKR & Co KKR Stock Holding History

Symmetry Partners’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 Q3	–	Sell	-3,597	Closed	-$379K	–	311
2024 Q2	$379K	Hold	3,597	–	–	0.02%	345
2024 Q1	$362K	Hold	3,597	–	–	0.03%	371
2023 Q4	$301K	Sell	3,597 -1,311	-27%	-$88.8K	0.02%	396
2023 Q3	$302K	Hold	4,908	–	–	0.02%	428
2023 Q2	$275K	Hold	4,908	–	–	0.01%	487
2023 Q1	$258K	Hold	4,908	–	–	0.01%	479
2022 Q4	$228K	Hold	4,908	–	–	0.01%	513
2022 Q3	$211K	Hold	4,908	–	–	0.01%	514
2022 Q2	$227K	Hold	4,908	–	–	0.02%	513
2022 Q1	$287K	Hold	4,908	–	–	0.02%	512
2021 Q4	$366K	Hold	4,908	–	–	0.02%	481
2021 Q3	$304K	Hold	4,908	–	–	0.02%	550
2021 Q2	$291K	Hold	4,908	–	–	0.02%	577
2021 Q1	$240K	Buy	+4,908	New	+$220K	0.02%	599

Other funds holding KKR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Symmetry Partners's KKR Position: Q3 2024 in Review

Symmetry Partners sold out of KKR & Co (KKR) in Q3 2024, closing a stake of 3,597 shares — an estimated $379K sold.

Symmetry Partners first reported a position in KKR in Q1 2021 and held it in 14 quarters. The position peaked at $379K in Q2 2024. 1,173 funds tracked by Wall St. Rank hold KKR as of Q3 2024.

Symmetry Partners reported no remaining KKR & Co position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 3,597 KKR & Co shares in Q3 2024, an estimated $379K.
Symmetry Partners first reported a position in KKR & Co in Q1 2021 and held it in 14 quarters.
Symmetry Partners's KKR & Co position peaked at $379K in Q2 2024.
1,173 funds tracked by Wall St. Rank held KKR & Co as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.