Ameritas Investment Company’s KKR & Co KKR Stock Holding History

Ameritas Investment Company’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 Q3	$676K	Sell	11,102 -2,271	-17%	-$143K	0.03%	347
2021 Q2	$804K	Buy	13,373 +13,167	+6,392%	+$731K	0.04%	326
2021 Q1	$10.1K	Sell	206 -12,946	-98%	-$579K	﹤0.01%	1526
2020 Q4	$533K	Sell	13,152 -380	-3%	-$14.4K	0.1%	211
2020 Q3	$418K	Hold	13,532	–	–	0.13%	187
2020 Q2	$418K	Buy	13,532 +2,404	+22%	+$64.6K	0.12%	191
2020 Q1	$261K	Buy	11,128 +109	+1%	+$3.13K	0.04%	297
2019 Q4	$321K	Buy	11,019 +64	+0.6%	+$1.82K	0.07%	247
2019 Q3	$295K	Buy	10,955 +1,272	+13%	+$33.5K	0.06%	265
2019 Q2	$245K	Sell	9,683 -2,672	-22%	-$64K	0.12%	176
2019 Q1	$290K	Sell	12,355 -10,919	-47%	-$249K	0.05%	252
2018 Q4	$457K	Buy	+23,274	New	+$532K	0.1%	173

Other funds holding KKR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

VVP

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

ACM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameritas Investment Company's KKR Position: Q3 2021 in Review

Ameritas Investment Company reduced its KKR & Co (KKR) stake by 17% in Q3 2021, selling an estimated $143K and leaving 11,102 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #347.

Ameritas Investment Company first reported a position in KKR in Q4 2018 and has held it in 12 quarters since. The position peaked at $804K in Q2 2021. 749 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

Ameritas Investment Company held 11,102 shares of KKR & Co worth $676K as of Q3 2021.
Ameritas Investment Company sold 2,271 KKR & Co shares in Q3 2021, an estimated $143K.
KKR & Co made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #347 holding.
Ameritas Investment Company first reported a position in KKR & Co in Q4 2018 and has held it in 12 quarters since.
Ameritas Investment Company's KKR & Co position peaked at $804K in Q2 2021.
749 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.