Berman Capital Advisors’s KKR & Co KKR Stock Holding History

Berman Capital 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
2021 Q3	$579K	Buy	9,523 +670	+8%	+$42.1K	0.09%	118
2021 Q2	$524K	Buy	8,853 +131	+2%	+$7.27K	0.08%	113
2021 Q1	$425K	Buy	8,722 +496	+6%	+$22.2K	0.09%	109
2020 Q4	$332K	Hold	8,226	–	–	0.08%	114
2020 Q3	$281K	Hold	8,226	–	–	0.08%	116
2020 Q2	$253K	Buy	8,226 +22	+0.3%	+$591	0.07%	122
2020 Q1	$191K	Buy	8,204 +81	+1%	+$2.33K	0.06%	122
2019 Q4	$236K	Hold	8,123	–	–	0.07%	121
2019 Q3	$218K	Hold	8,123	–	–	0.07%	121
2019 Q2	$205K	Buy	+8,123	New	+$194K	0.07%	127

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

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

Berman Capital Advisors's KKR Position: Q3 2021 in Review

Berman Capital Advisors increased its KKR & Co (KKR) stake by 7.6% in Q3 2021, buying an estimated $42.1K and bringing the position to 9,523 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #118.

Berman Capital Advisors first reported a position in KKR in Q2 2019 and has held it in 10 quarters since. 749 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

Berman Capital Advisors held 9,523 shares of KKR & Co worth $579K as of Q3 2021.
Berman Capital Advisors bought 670 KKR & Co shares in Q3 2021, an estimated $42.1K.
KKR & Co made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #118 holding.
Berman Capital Advisors first reported a position in KKR & Co in Q2 2019 and has held it in 10 quarters since.
749 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.