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Asset Advisors Investment Management’s KKR & Co KKR Stock Holding History

Asset Advisors Investment 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
2018
Q4 		– Sell
-1,102
Closed -$30K – 123
2018
Q3 		$30K Buy
+1,102
New +$29.4K ﹤0.01% 141

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Asset Advisors Investment Management's KKR Position: Q4 2018 in Review

Asset Advisors Investment Management sold out of KKR & Co (KKR) in Q4 2018, closing a stake of 1,102 shares — an estimated $30K sold.

Asset Advisors Investment Management first reported a position in KKR in Q3 2018 and held it in 1 quarter. The position peaked at $30K in Q3 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Asset Advisors Investment Management reported no remaining KKR & Co position as of Q4 2018 after selling out during the quarter.
  • Asset Advisors Investment Management sold 1,102 KKR & Co shares in Q4 2018, an estimated $30K.
  • Asset Advisors Investment Management first reported a position in KKR & Co in Q3 2018 and held it in 1 quarter.
  • Asset Advisors Investment Management's KKR & Co position peaked at $30K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Asset Advisors Investment Management's 13F filing for Q4 2018, filed 28 Jan 2019.