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Syverson Strege & Co’s KKR & Co KKR Stock Holding History

Syverson Strege & Co’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
2022
Q3 		– Sell
-289
Closed -$13K – 311
2022
Q2 		$13K Buy
289
+159
+122% +$8.34K ﹤0.01% 210
2022
Q1 		$8K Buy
+130
New +$8.18K 0.01% 215
2021
Q4 		– Sell
-93
Closed -$6K – 400
2021
Q3 		$6K Buy
+93
New +$5.84K ﹤0.01% 303

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Syverson Strege & Co's KKR Position: Q3 2022 in Review

Syverson Strege & Co sold out of KKR & Co (KKR) in Q3 2022, closing a stake of 289 shares — an estimated $13K sold.

Syverson Strege & Co first reported a position in KKR in Q3 2021 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • Syverson Strege & Co reported no remaining KKR & Co position as of Q3 2022 after selling out during the quarter.
  • Syverson Strege & Co sold 289 KKR & Co shares in Q3 2022, an estimated $13K.
  • Syverson Strege & Co first reported a position in KKR & Co in Q3 2021 and held it in 3 quarters.
  • Syverson Strege & Co's KKR & Co position peaked at $13K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on Syverson Strege & Co's 13F filing for Q3 2022, filed 9 Nov 2022.