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Destination Wealth Management’s KKR & Co KKR Stock Holding History

Destination Wealth 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
2019
Q2 		– Sell
-452
Closed -$11K – 656
2019
Q1 		$11K Buy
+452
New +$10.3K ﹤0.01% 454
2017
Q2 		– Sell
-16,000
Closed -$292K – 159
2017
Q1 		$292K Sell
16,000
-500
-3% -$8.88K 0.02% 131
2016
Q4 		$254K Buy
+16,500
New +$249K 0.02% 149

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Destination Wealth Management's KKR Position: Q2 2019 in Review

Destination Wealth Management sold out of KKR & Co (KKR) in Q2 2019, closing a stake of 452 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in KKR in Q4 2016 and held it in 3 quarters. The position peaked at $292K in Q1 2017. 454 funds tracked by Wall St. Rank hold KKR as of Q2 2019.

  • Destination Wealth Management reported no remaining KKR & Co position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 452 KKR & Co shares in Q2 2019, an estimated $11K.
  • Destination Wealth Management first reported a position in KKR & Co in Q4 2016 and held it in 3 quarters.
  • Destination Wealth Management's KKR & Co position peaked at $292K in Q1 2017.
  • 454 funds tracked by Wall St. Rank held KKR & Co as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.