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Edge Advisors’s KKR & Co KKR Stock Holding History

Edge 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
2018
Q2 		$424K Buy
+17,069
New +$379K 0.04% 235
2017
Q1 		– Sell
-500
Closed -$7K – 964
2016
Q4 		$7K Buy
+500
New +$7.54K ﹤0.01% 716

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Edge Advisors's KKR Position: Q2 2018 in Review

Edge Advisors opened a new position in KKR & Co (KKR) in Q2 2018: 17,069 shares worth $424K. The stake represents 0.04% of the portfolio and ranks #235 among its holdings. This is a return to the name: Edge Advisors previously reported a position in KKR as recently as Q4 2016.

Edge Advisors first reported a position in KKR in Q4 2016 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold KKR as of Q2 2018.

  • Edge Advisors held 17,069 shares of KKR & Co worth $424K as of Q2 2018.
  • KKR & Co was a new Edge Advisors position in Q2 2018.
  • KKR & Co made up 0.04% of Edge Advisors's portfolio in Q2 2018, its #235 holding.
  • Edge Advisors first reported a position in KKR & Co in Q4 2016 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held KKR & Co as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.