TrinityPoint Wealth’s KKR & Co KKR Stock Holding History

TrinityPoint Wealth’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 Q4	$712K	Buy	4,815 +15	+0.3%	+$2.2K	0.1%	189
2024 Q3	$627K	Buy	4,800 +15	+0.3%	+$1.77K	0.09%	204
2024 Q2	$504K	Sell	4,785 -35	-0.7%	-$3.56K	0.08%	203
2024 Q1	$485K	Hold	4,820	–	–	0.08%	201
2023 Q4	$399K	Buy	4,820 +26	+0.5%	+$1.76K	0.07%	213
2023 Q3	$295K	Buy	4,794 +9	+0.2%	+$547	0.06%	231
2023 Q2	$268K	Sell	4,785 -5	-0.1%	-$262	0.05%	234
2023 Q1	$252K	Sell	4,790 -30	-0.6%	-$1.61K	0.05%	234
2022 Q4	$224K	Buy	4,820 +30	+0.6%	+$1.46K	0.05%	247
2022 Q3	$206K	Buy	4,790 +5	+0.1%	+$253	0.05%	259
2022 Q2	$221K	Hold	4,785	–	–	0.05%	251
2022 Q1	$280K	Hold	4,785	–	–	0.05%	256
2021 Q4	$356K	Hold	4,785	–	–	0.06%	225
2021 Q3	$291K	Hold	4,785	–	–	0.06%	247
2021 Q2	$283K	Hold	4,785	–	–	0.06%	218
2021 Q1	$234K	Buy	+4,785	New	+$214K	0.05%	222

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

TrinityPoint Wealth's KKR Position: Q4 2024 in Review

TrinityPoint Wealth increased its KKR & Co (KKR) stake by 0.31% in Q4 2024, buying an estimated $2.2K and bringing the position to 4,815 shares worth $712K. The position accounts for 0.1% of the portfolio, ranked #189.

TrinityPoint Wealth first reported a position in KKR in Q1 2021 and has held it in 16 quarters since. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

TrinityPoint Wealth held 4,815 shares of KKR & Co worth $712K as of Q4 2024.
TrinityPoint Wealth bought 15 KKR & Co shares in Q4 2024, an estimated $2.2K.
KKR & Co made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #189 holding.
TrinityPoint Wealth first reported a position in KKR & Co in Q1 2021 and has held it in 16 quarters since.
1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.