Number of Shares
1,912.00
Current Holdings Value*
$221,050.00
% of Portfolio
1.95%
Total Estimate Gain
$231,921.92
% of Total Estimate Gain
69.38%

Fundamental Equity Income Fund's KKR & Co Inc Holding Summary

As of 2025-03-31, Fundamental Equity Income Fund held 1,912.00 shares of KKR & Co Inc(KKR), totaling $221,050.00. This investment constitutes 1.95% of their stock portfolio, and Fundamental Equity Income Fund now holds 0% of the outstanding KKR & Co Inc(KKR) stock.

The initial trade took place in 2022Q2. And since then Fundamental Equity Income Fund has made 3 purchases of KKR, at an average price of $63.32, for a total of 5,279.00 shares. In addition, there have been 5 sales at an average price of $91.90 for 3,367.00 shares. Based on historical transaction data and KKR's current price of $134.29, Fundamental Equity Income Fund's estimated gain on his KKR holdings is $231,921.92, reflecting a 69.38% gain to date.

Fundamental Equity Income Fund KKR ($134.29) Holding Chart

Fundamental Equity Income Fund KKR ($134.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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