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Allred Capital Management’s KKR & Co KKR Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-2,668
Closed -$130K – 487
2021
Q1 		$130K Buy
+2,668
New +$119K 0.06% 223
2020
Q1 		– Sell
-1,552
Closed -$45.3K – 426
2019
Q4 		$45.3K Buy
+1,552
New +$44.2K 0.02% 354

Other funds holding KKR

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

Allred Capital Management's KKR Position: Q2 2021 in Review

Allred Capital Management sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 2,668 shares — an estimated $130K sold.

Allred Capital Management first reported a position in KKR in Q4 2019 and held it in 2 quarters. The position peaked at $130K in Q1 2021. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • Allred Capital Management reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 2,668 KKR & Co shares in Q2 2021, an estimated $130K.
  • Allred Capital Management first reported a position in KKR & Co in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's KKR & Co position peaked at $130K in Q1 2021.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.