Altus Wealth Group’s KKR & Co KKR Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-27	Closed	-$1K	–	490
2020 Q4	$1K	Buy	+27	New	+$1.02K	﹤0.01%	800

Other funds holding KKR

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

ACM

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altus Wealth Group's KKR Position: Q1 2021 in Review

Altus Wealth Group sold out of KKR & Co (KKR) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in KKR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 658 funds tracked by Wall St. Rank hold KKR as of Q1 2021.

Altus Wealth Group reported no remaining KKR & Co position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 27 KKR & Co shares in Q1 2021, an estimated $1K.
Altus Wealth Group first reported a position in KKR & Co in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's KKR & Co position peaked at $1K in Q4 2020.
658 funds tracked by Wall St. Rank held KKR & Co as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.