Veritable’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,468
| Closed | -$362K | – | 443 |
|
|
2023
Q2 | $362K | Sell |
6,468
-80
| -1% | -$4.19K | 0.01% | 640 |
|
|
2023
Q1 | $344K | Sell |
6,548
-27
| -0.4% | -$1.45K | 0.01% | 644 |
|
|
2022
Q4 | $305K | Buy |
6,575
+92
| +1% | +$4.48K | 0.01% | 653 |
|
|
2022
Q3 | $279K | Buy |
6,483
+1,211
| +23% | +$61.2K | 0.01% | 652 |
|
|
2022
Q2 | $244K | Buy |
5,272
+502
| +11% | +$26.3K | ﹤0.01% | 750 |
|
|
2022
Q1 | $279K | Sell |
4,770
-58
| -1% | -$3.65K | ﹤0.01% | 745 |
|
|
2021
Q4 | $360K | Buy |
4,828
+201
| +4% | +$14.8K | 0.01% | 658 |
|
|
2021
Q3 | $282K | Buy |
4,627
+264
| +6% | +$16.6K | ﹤0.01% | 713 |
|
|
2021
Q2 | $258K | Buy |
4,363
+28
| +0.6% | +$1.55K | ﹤0.01% | 741 |
|
|
2021
Q1 | $212K | Buy |
+4,335
| New | +$194K | ﹤0.01% | 783 |
|
|
2020
Q1 | – | Sell |
-12,022
| Closed | -$351K | – | 785 |
|
|
2019
Q4 | $351K | Buy |
12,022
+140
| +1% | +$3.99K | 0.01% | 617 |
|
|
2019
Q3 | $319K | Buy |
11,882
+220
| +2% | +$5.8K | 0.01% | 626 |
|
|
2019
Q2 | $295K | Sell |
11,662
-7
| -0.1% | -$168 | 0.01% | 654 |
|
|
2019
Q1 | $274K | Buy |
11,669
+38
| +0.3% | +$865 | 0.01% | 672 |
|
|
2018
Q4 | $228K | Sell |
11,631
-5,405
| -32% | -$124K | 0.01% | 695 |
|
|
2018
Q3 | $465K | Sell |
17,036
-10,833
| -39% | -$289K | 0.01% | 515 |
|
|
2018
Q2 | $693K | Sell |
27,869
-569
| -2% | -$12.6K | 0.01% | 427 |
|
|
2018
Q1 | $577K | Hold |
28,438
| – | – | 0.01% | 459 |
|
|
2017
Q4 | $599K | Sell |
28,438
-6,221
| -18% | -$125K | 0.01% | 466 |
|
|
2017
Q3 | $705K | Buy |
34,659
+7,794
| +29% | +$148K | 0.01% | 419 |
|
|
2017
Q2 | $500K | Buy |
26,865
+3,116
| +13% | +$57K | 0.01% | 512 |
|
|
2017
Q1 | $433K | Buy |
23,749
+774
| +3% | +$13.8K | 0.01% | 522 |
|
|
2016
Q4 | $354K | Sell |
22,975
-3,019
| -12% | -$45.5K | 0.01% | 551 |
|
|
2016
Q3 | $371K | Buy |
25,994
+3,338
| +15% | +$47.3K | 0.01% | 535 |
|
|
2016
Q2 | $280K | Buy |
22,656
+7,490
| +49% | +$100K | 0.01% | 585 |
|
|
2016
Q1 | $223K | Sell |
15,166
-2,636
| -15% | -$35.9K | 0.01% | 641 |
|
|
2015
Q4 | $278K | Buy |
17,802
+1,378
| +8% | +$23.6K | 0.01% | 611 |
|
|
2015
Q3 | $276K | Sell |
16,424
-690
| -4% | -$14.7K | 0.01% | 592 |
|
|
2015
Q2 | $391K | Sell |
17,114
-88,439
| -84% | -$2.03M | 0.01% | 526 |
|
|
2015
Q1 | $2.41M | Buy |
105,553
+9,206
| +10% | +$217K | 0.05% | 228 |
|
|
2014
Q4 | $2.24M | Sell |
96,347
-522
| -0.5% | -$11.4K | 0.05% | 248 |
|
|
2014
Q3 | $2.16M | Sell |
96,869
-60,140
| -38% | -$1.41M | 0.05% | 248 |
|
|
2014
Q2 | $3.82M | Buy |
+157,009
| New | +$3.66M | 0.08% | 170 |
|
Other funds holding KKR
ACM
Veritable's KKR Position: Q3 2023 in Review
Veritable sold out of KKR & Co (KKR) in Q3 2023, closing a stake of 6,468 shares — an estimated $362K sold.
Veritable first reported a position in KKR in Q2 2014 and held it in 33 quarters. The position peaked at $3.82M in Q2 2014. 796 funds tracked by Wall St. Rank hold KKR as of Q3 2023.
- Veritable reported no remaining KKR & Co position as of Q3 2023 after selling out during the quarter.
- Veritable sold 6,468 KKR & Co shares in Q3 2023, an estimated $362K.
- Veritable first reported a position in KKR & Co in Q2 2014 and held it in 33 quarters.
- Veritable's KKR & Co position peaked at $3.82M in Q2 2014.
- 796 funds tracked by Wall St. Rank held KKR & Co as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.