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UBP Investment Advisors’s KKR & Co KKR Stock Holding History

UBP Investment 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
2022
Q3 		$620K Hold
14,409
– – 0.32% 54
2022
Q2 		$670K Buy
14,409
+10,401
+260% +$546K 0.27% 61
2022
Q1 		$1.47M Sell
4,008
-10,401
-72% -$655K 0.55% 35
2021
Q4 		$1.07M Buy
+14,409
New +$1.06M 0.39% 52

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

UBP Investment Advisors's KKR Position: Q3 2022 in Review

UBP Investment Advisors held its KKR & Co (KKR) position steady in Q3 2022 at 14,409 shares worth $620K. The position accounts for 0.32% of the portfolio, ranked #54.

UBP Investment Advisors first reported a position in KKR in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.47M in Q1 2022. 713 funds tracked by Wall St. Rank hold KKR as of Q3 2022.

  • UBP Investment Advisors held 14,409 shares of KKR & Co worth $620K as of Q3 2022.
  • UBP Investment Advisors left its KKR & Co share count unchanged in Q3 2022.
  • KKR & Co made up 0.32% of UBP Investment Advisors's portfolio in Q3 2022, its #54 holding.
  • UBP Investment Advisors first reported a position in KKR & Co in Q4 2021 and has held it in 4 quarters since.
  • UBP Investment Advisors's KKR & Co position peaked at $1.47M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held KKR & Co as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.