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Vertex Planning Partners’s KKR & Co KKR Stock Holding History

Vertex Planning 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
Q4 		– Sell
-2,028
Closed -$265K – 182
2024
Q3 		$265K Buy
+2,028
New +$240K 0.06% 137

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

Vertex Planning Partners's KKR Position: Q4 2024 in Review

Vertex Planning Partners sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 2,028 shares — an estimated $265K sold.

Vertex Planning Partners first reported a position in KKR in Q3 2024 and held it in 1 quarter. The position peaked at $265K in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Vertex Planning Partners reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Vertex Planning Partners sold 2,028 KKR & Co shares in Q4 2024, an estimated $265K.
  • Vertex Planning Partners first reported a position in KKR & Co in Q3 2024 and held it in 1 quarter.
  • Vertex Planning Partners's KKR & Co position peaked at $265K in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Vertex Planning Partners's 13F filing for Q4 2024, filed 12 Feb 2025.