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CSat Investment Advisory’s KKR & Co KKR Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-1,842
Closed -$63K – 752
2020
Q3 		$63K Buy
1,842
+160
+10% +$5.6K 0.01% 633
2020
Q2 		$52K Buy
1,682
+551
+49% +$14.8K 0.01% 673
2020
Q1 		$27K Buy
1,131
+186
+20% +$5.34K 0.01% 676
2019
Q4 		$28K Buy
945
+133
+16% +$3.79K 0.01% 705
2019
Q3 		$22K Buy
812
+84
+12% +$2.21K 0.01% 685
2019
Q2 		$18K Buy
+728
New +$17.4K 0.01% 713

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 $6.73T AUM 46.02% 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 $204B AUM 27.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CSat Investment Advisory's KKR Position: Q4 2020 in Review

CSat Investment Advisory sold out of KKR & Co (KKR) in Q4 2020, closing a stake of 1,842 shares — an estimated $63K sold.

CSat Investment Advisory first reported a position in KKR in Q2 2019 and held it in 6 quarters. The position peaked at $63K in Q3 2020. 611 funds tracked by Wall St. Rank hold KKR as of Q4 2020.

  • CSat Investment Advisory reported no remaining KKR & Co position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,842 KKR & Co shares in Q4 2020, an estimated $63K.
  • CSat Investment Advisory first reported a position in KKR & Co in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's KKR & Co position peaked at $63K in Q3 2020.
  • 611 funds tracked by Wall St. Rank held KKR & Co as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.