Ballew Advisors’s KKR & Co KKR Stock Holding History

Ballew Advisors’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
2022 Q1	–	Sell	-14,201	Closed	-$986K	–	121
2021 Q4	$986K	Buy	+14,201	New	+$1.05M	0.69%	41

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 $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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Ballew Advisors's KKR Position: Q1 2022 in Review

Ballew Advisors sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 14,201 shares — an estimated $986K sold.

Ballew Advisors first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $986K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

Ballew Advisors reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
Ballew Advisors sold 14,201 KKR & Co shares in Q1 2022, an estimated $986K.
Ballew Advisors first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
Ballew Advisors's KKR & Co position peaked at $986K in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Ballew Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.