VIA
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Vident Investment Advisory’s KKR & Co KKR Stock Holding History

Vident Investment Advisory’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
Q4 		– Sell
-109,165
Closed -$4.66M – 1261
2022
Q3 		$4.66M Buy
109,165
+10,476
+11% +$529K 0.15% 174
2022
Q2 		$4.56M Buy
+98,689
New +$5.18M 0.14% 180

Other funds holding KKR

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

Vident Investment Advisory's KKR Position: Q4 2022 in Review

Vident Investment Advisory sold out of KKR & Co (KKR) in Q4 2022, closing a stake of 109,165 shares — an estimated $4.66M sold.

Vident Investment Advisory first reported a position in KKR in Q2 2022 and held it in 2 quarters. The position peaked at $4.66M in Q3 2022. 733 funds tracked by Wall St. Rank hold KKR as of Q4 2022.

  • Vident Investment Advisory reported no remaining KKR & Co position as of Q4 2022 after selling out during the quarter.
  • Vident Investment Advisory sold 109,165 KKR & Co shares in Q4 2022, an estimated $4.66M.
  • Vident Investment Advisory first reported a position in KKR & Co in Q2 2022 and held it in 2 quarters.
  • Vident Investment Advisory's KKR & Co position peaked at $4.66M in Q3 2022.
  • 733 funds tracked by Wall St. Rank held KKR & Co as of Q4 2022.

Based on Vident Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.