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Advisor Group’s KKR & Co KKR Stock Holding History

Advisor Group’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
2019
Q4 		$1.05M Buy
36,080
+2,817
+8% +$80.2K 0.01% 1159
2019
Q3 		$893K Buy
33,263
+2,027
+6% +$53.5K 0.01% 1207
2019
Q2 		$788K Sell
31,236
-1,042
-3% -$24.9K 0.01% 1291
2019
Q1 		$759K Sell
32,278
-13,300
-29% -$303K 0.01% 1292
2018
Q4 		$895K Sell
45,578
-1,918
-4% -$43.9K 0.01% 996
2018
Q3 		$1.29M Sell
47,496
-8,394
-15% -$224K 0.01% 834
2018
Q2 		$1.39M Buy
55,890
+4,465
+9% +$99.2K 0.02% 709
2018
Q1 		$1.04M Sell
51,425
-16,382
-24% -$364K 0.01% 841
2017
Q4 		$1.43M Buy
67,807
+17,892
+36% +$359K 0.02% 703
2017
Q3 		$1.01M Sell
49,915
-447
-0.9% -$8.48K 0.02% 793
2017
Q2 		$937K Buy
50,362
+2,563
+5% +$46.9K 0.02% 789
2017
Q1 		$872K Buy
47,799
+6,352
+15% +$113K 0.02% 776
2016
Q4 		$637K Sell
41,447
-11,887
-22% -$179K 0.01% 869
2016
Q3 		$761K Sell
53,334
-2,739
-5% -$38.8K 0.02% 756
2016
Q2 		$690K Buy
+56,073
New +$750K 0.02% 758

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Advisor Group's KKR Position: Q4 2019 in Review

Advisor Group increased its KKR & Co (KKR) stake by 8.5% in Q4 2019, buying an estimated $80.2K and bringing the position to 36,080 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #1159.

Advisor Group first reported a position in KKR in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2017. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

  • Advisor Group held 36,080 shares of KKR & Co worth $1.05M as of Q4 2019.
  • Advisor Group bought 2,817 KKR & Co shares in Q4 2019, an estimated $80.2K.
  • KKR & Co made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1159 holding.
  • Advisor Group first reported a position in KKR & Co in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's KKR & Co position peaked at $1.43M in Q4 2017.
  • 511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.