BFM
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Boston Financial Management’s KKR & Co KKR Stock Holding History

Boston Financial 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
2020
Q2 		– Sell
-7,680
Closed -$180K – 280
2020
Q1 		$180K Buy
+7,680
New +$221K 0.01% 237

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Boston Financial Management's KKR Position: Q2 2020 in Review

Boston Financial Management sold out of KKR & Co (KKR) in Q2 2020, closing a stake of 7,680 shares — an estimated $180K sold.

Boston Financial Management first reported a position in KKR in Q1 2020 and held it in 1 quarter. The position peaked at $180K in Q1 2020. 501 funds tracked by Wall St. Rank hold KKR as of Q2 2020.

  • Boston Financial Management reported no remaining KKR & Co position as of Q2 2020 after selling out during the quarter.
  • Boston Financial Management sold 7,680 KKR & Co shares in Q2 2020, an estimated $180K.
  • Boston Financial Management first reported a position in KKR & Co in Q1 2020 and held it in 1 quarter.
  • Boston Financial Management's KKR & Co position peaked at $180K in Q1 2020.
  • 501 funds tracked by Wall St. Rank held KKR & Co as of Q2 2020.

Based on Boston Financial Management's 13F filing for Q2 2020, filed 10 Aug 2020.