WBI Investments’s KKR & Co KKR Stock Holding History

WBI Investments’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 Q2	–	Sell	-20,958	Closed	-$2.11M	–	202
2024 Q1	$2.11M	Buy	+20,958	New	+$1.93M	0.44%	59

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

WBI Investments's KKR Position: Q2 2024 in Review

WBI Investments sold out of KKR & Co (KKR) in Q2 2024, closing a stake of 20,958 shares — an estimated $2.11M sold.

WBI Investments first reported a position in KKR in Q1 2024 and held it in 1 quarter. The position peaked at $2.11M in Q1 2024. 1,071 funds tracked by Wall St. Rank hold KKR as of Q2 2024.

WBI Investments reported no remaining KKR & Co position as of Q2 2024 after selling out during the quarter.
WBI Investments sold 20,958 KKR & Co shares in Q2 2024, an estimated $2.11M.
WBI Investments first reported a position in KKR & Co in Q1 2024 and held it in 1 quarter.
WBI Investments's KKR & Co position peaked at $2.11M in Q1 2024.
1,071 funds tracked by Wall St. Rank held KKR & Co as of Q2 2024.

Based on WBI Investments's 13F filing for Q2 2024, filed 30 Jul 2024.