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World Asset Management’s KKR & Co KKR Stock Holding History

World Asset Management’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
2021
Q3 		$618K Buy
10,152
+12
+0.1% +$754 0.06% 328
2021
Q2 		$601K Sell
10,140
-17
-0.2% -$943 0.05% 357
2021
Q1 		$575K Buy
10,157
+86
+0.9% +$3.85K 0.05% 378
2020
Q4 		$408K Buy
10,071
+488
+5% +$18.4K 0.04% 490
2020
Q3 		$329K Sell
9,583
-17
-0.2% -$595 0.03% 508
2020
Q2 		$296K Buy
+9,600
New +$258K 0.03% 543

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

World Asset Management's KKR Position: Q3 2021 in Review

World Asset Management increased its KKR & Co (KKR) stake by 0.12% in Q3 2021, buying an estimated $754 and bringing the position to 10,152 shares worth $618K. The position accounts for 0.06% of the portfolio, ranked #328.

World Asset Management first reported a position in KKR in Q2 2020 and has held it in 6 quarters since. 748 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

  • World Asset Management held 10,152 shares of KKR & Co worth $618K as of Q3 2021.
  • World Asset Management bought 12 KKR & Co shares in Q3 2021, an estimated $754.
  • KKR & Co made up 0.06% of World Asset Management's portfolio in Q3 2021, its #328 holding.
  • World Asset Management first reported a position in KKR & Co in Q2 2020 and has held it in 6 quarters since.
  • 748 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.