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Zimmermann Investment Management & Planning’s KKR & Co KKR Stock Holding History

Zimmermann Investment Management & Planning’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
-14,552
Closed -$1.9M – 77
2024
Q3 		$1.9M Buy
14,552
+1,406
+11% +$166K 0.58% 46
2024
Q2 		$1.38M Buy
13,146
+932
+8% +$94.9K 0.46% 50
2024
Q1 		$1.23M Buy
12,214
+886
+8% +$81.5K 0.44% 55
2023
Q4 		$939K Buy
11,328
+2,324
+26% +$157K 0.38% 51
2023
Q3 		$555K Buy
+9,004
New +$547K 0.27% 63

Other funds holding KKR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zimmermann Investment Management & Planning's KKR Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of KKR & Co (KKR) in Q4 2024, closing a stake of 14,552 shares — an estimated $1.9M sold.

Zimmermann Investment Management & Planning first reported a position in KKR in Q3 2023 and held it in 5 quarters. The position peaked at $1.9M in Q3 2024. 1,328 funds tracked by Wall St. Rank hold KKR as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining KKR & Co position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 14,552 KKR & Co shares in Q4 2024, an estimated $1.9M.
  • Zimmermann Investment Management & Planning first reported a position in KKR & Co in Q3 2023 and held it in 5 quarters.
  • Zimmermann Investment Management & Planning's KKR & Co position peaked at $1.9M in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held KKR & Co as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.