Kkr & Co shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Kkr & Co
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Quarterly reported holdings in Kkr & Co by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $838k | 6.4k | 130.58 |
| 2024-06-30 | $675k | 6.4k | 105.25 |
| 2024-03-31 | $645k | 6.4k | 100.59 |
| 2023-12-31 | $822k | 9.9k | 82.86 |
| 2023-09-30 | $674k | 11k | 61.60 |
| 2023-06-30 | $613k | 11k | 56.00 |
| 2023-03-31 | $574k | 11k | 52.52 |
| 2022-12-31 | $508k | 11k | 46.42 |
| 2022-09-30 | $479k | 11k | 43.03 |
| 2022-06-30 | $469k | 10k | 46.30 |
| 2022-03-31 | $592k | 10k | 58.45 |
| 2021-12-31 | $755k | 10k | 74.55 |
| 2021-09-30 | $616k | 10k | 60.83 |
| 2021-06-30 | $603k | 10k | 59.26 |
| 2021-03-31 | $497k | 10k | 48.85 |
| 2020-12-31 | $452k | 11k | 40.45 |
| 2020-09-30 | $384k | 11k | 34.36 |
| 2020-06-30 | $382k | 11k | 34.18 |
| 2020-03-31 | $262k | 11k | 23.45 |
| 2019-12-31 | $373k | 13k | 29.14 |
| 2019-09-30 | $317k | 12k | 26.86 |
| 2019-06-30 | $253k | 10k | 25.30 |
| 2019-03-31 | $250k | 11k | 23.53 |
| 2018-12-31 | $232k | 12k | 19.62 |
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