Roberts Foundation KKR Holdings History
Number of Shares
1.00 Mil
Current Holdings Value*
$115.61 Mil
% of Portfolio
74.56%
Total Estimate Gain
$-11.44 Mil
% of Total Estimate Gain
-7.78%
Roberts Foundation's KKR & Co Inc Holding Summary
As of 2025-03-31, Roberts Foundation held 1.00 Mil shares of KKR & Co Inc(KKR), totaling $115.61 Mil. This investment constitutes 74.56% of their stock portfolio, and Roberts Foundation now holds 0.11% of the outstanding KKR & Co Inc(KKR) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and KKR's current price of $135.54, Roberts Foundation's estimated gain on his KKR holdings is $-11.44 Mil, reflecting a -7.78% gain to date.
Roberts Foundation KKR ($135.54) Holding Chart
Roberts Foundation KKR ($135.54) 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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