Marsico Midcap Growth Focus Fund KKR Holdings History
Number of Shares
121,091.00
Current Holdings Value*
$14.00 Mil
% of Portfolio
4.18%
Total Estimate Gain
$4.31 Mil
% of Total Estimate Gain
33.07%
Marsico Midcap Growth Focus Fund's KKR & Co Inc Holding Summary
As of 2025-03-31, Marsico Midcap Growth Focus Fund held 121,091.00 shares of KKR & Co Inc(KKR), totaling $14.00 Mil. This investment constitutes 4.18% of their stock portfolio, and Marsico Midcap Growth Focus Fund now holds 0.01% of the outstanding KKR & Co Inc(KKR) stock.
The initial trade took place in 2024Q1. And since then Marsico Midcap Growth Focus Fund has made 2 purchases of KKR, at an average price of $107.61, for a total of 121,091.00 shares. Based on historical transaction data and KKR's current price of $143.21, Marsico Midcap Growth Focus Fund's estimated gain on his KKR holdings is $4.31 Mil, reflecting a 33.07% gain to date.
Marsico Midcap Growth Focus Fund KKR ($143.21) Holding Chart
Marsico Midcap Growth Focus Fund KKR ($143.21) 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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