Dowling & Yahnke’s KKR & Co KKR Stock Holding History

Dowling & Yahnke’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
2022 Q1	–	Sell	-2,800	Closed	-$209K	–	384
2021 Q4	$209K	Buy	+2,800	New	+$207K	0.01%	365

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Dowling & Yahnke's KKR Position: Q1 2022 in Review

Dowling & Yahnke sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 2,800 shares — an estimated $209K sold.

Dowling & Yahnke first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

Dowling & Yahnke reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
Dowling & Yahnke sold 2,800 KKR & Co shares in Q1 2022, an estimated $209K.
Dowling & Yahnke first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
Dowling & Yahnke's KKR & Co position peaked at $209K in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Dowling & Yahnke's 13F filing for Q1 2022, filed 4 May 2022.