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Beacon Investment Advisory Services’s KKR & Co KKR Stock Holding History

Beacon Investment Advisory Services’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
2019
Q1 		– Hold
0
– – – 183
2018
Q4 		– Sell
-14,480
Closed -$331K – 213
2018
Q3 		$395K Buy
+14,480
New +$387K 0.04% 183
2018
Q2 		– Sell
-15,980
Closed -$324K – 261
2018
Q1 		$324K Sell
15,980
-1,000
-6% -$22.2K 0.03% 205
2017
Q4 		$358K Hold
16,980
– – 0.04% 182
2017
Q3 		$345K Buy
+16,980
New +$322K 0.03% 215

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Beacon Investment Advisory Services's KKR Position: Q1 2019 in Review

Beacon Investment Advisory Services held its KKR & Co (KKR) position steady in Q1 2019 at 0 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #183.

Beacon Investment Advisory Services first reported a position in KKR in Q3 2017 and has held it in 4 quarters since. The position peaked at $395K in Q3 2018. 415 funds tracked by Wall St. Rank hold KKR as of Q1 2019.

  • Beacon Investment Advisory Services held 0 shares of KKR & Co worth $333K as of Q1 2019.
  • Beacon Investment Advisory Services left its KKR & Co share count unchanged in Q1 2019.
  • KKR & Co made up 0.04% of Beacon Investment Advisory Services's portfolio in Q1 2019, its #183 holding.
  • Beacon Investment Advisory Services first reported a position in KKR & Co in Q3 2017 and has held it in 4 quarters since.
  • Beacon Investment Advisory Services's KKR & Co position peaked at $395K in Q3 2018.
  • 415 funds tracked by Wall St. Rank held KKR & Co as of Q1 2019.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2019, filed 15 May 2019.