Advisory Alpha’s KKR & Co KKR Stock Holding History

Advisory Alpha’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 Q2	–	Sell	-150	Closed	-$3.59K	–	397
2019 Q1	$3.59K	Buy	+150	New	+$3.42K	﹤0.01%	498

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Advisory Alpha's KKR Position: Q2 2019 in Review

Advisory Alpha sold out of KKR & Co (KKR) in Q2 2019, closing a stake of 150 shares — an estimated $3.59K sold.

Advisory Alpha first reported a position in KKR in Q1 2019 and held it in 1 quarter. The position peaked at $3.59K in Q1 2019. 454 funds tracked by Wall St. Rank hold KKR as of Q2 2019.

Advisory Alpha reported no remaining KKR & Co position as of Q2 2019 after selling out during the quarter.
Advisory Alpha sold 150 KKR & Co shares in Q2 2019, an estimated $3.59K.
Advisory Alpha first reported a position in KKR & Co in Q1 2019 and held it in 1 quarter.
Advisory Alpha's KKR & Co position peaked at $3.59K in Q1 2019.
454 funds tracked by Wall St. Rank held KKR & Co as of Q2 2019.

Based on Advisory Alpha's 13F filing for Q2 2019, filed 16 Aug 2019.