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AdvisorShares Investments’s KKR & Co KKR Stock Holding History

AdvisorShares Investments’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
2022
Q1 		– Sell
-26,641
Closed -$1.99M – 228
2021
Q4 		$1.99M Buy
+26,641
New +$1.97M 0.24% 44
2021
Q3 		– Sell
-36,234
Closed -$2.15M – 215
2021
Q2 		$2.15M Buy
+36,234
New +$2.01M 0.29% 24

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

AdvisorShares Investments's KKR Position: Q1 2022 in Review

AdvisorShares Investments sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 26,641 shares — an estimated $1.99M sold.

AdvisorShares Investments first reported a position in KKR in Q2 2021 and held it in 2 quarters. The position peaked at $2.15M in Q2 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

  • AdvisorShares Investments reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
  • AdvisorShares Investments sold 26,641 KKR & Co shares in Q1 2022, an estimated $1.99M.
  • AdvisorShares Investments first reported a position in KKR & Co in Q2 2021 and held it in 2 quarters.
  • AdvisorShares Investments's KKR & Co position peaked at $2.15M in Q2 2021.
  • 789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on AdvisorShares Investments's 13F filing for Q1 2022, filed 9 May 2022.