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

Edge 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
2022
Q1 		– Sell
-1,900
Closed -$142K – 281
2021
Q4 		$142K Hold
1,900
– – 0.03% 105
2021
Q3 		$116K Hold
1,900
– – 0.02% 117
2021
Q2 		$113K Hold
1,900
– – 0.02% 124
2021
Q1 		$93K Hold
1,900
– – 0.02% 146
2020
Q4 		$77K Hold
1,900
– – 0.02% 152
2020
Q3 		$65K Sell
1,900
-1,200
-39% -$42K 0.02% 179
2020
Q2 		$96K Hold
3,100
– – 0.02% 201
2020
Q1 		$75K Hold
3,100
– – 0.02% 196
2019
Q4 		$90K Hold
3,100
– – 0.02% 204
2019
Q3 		$83K Sell
3,100
-700
-18% -$18.5K 0.02% 204
2019
Q2 		$95K Hold
3,800
– – 0.02% 200
2019
Q1 		$89K Hold
3,800
– – 0.02% 191
2018
Q4 		$75K Hold
3,800
– – 0.02% 206
2018
Q3 		$104K Buy
+3,800
New +$102K 0.03% 194
2018
Q2 		– Sell
-3,800
Closed -$84.4K – 607
2018
Q1 		$77K Sell
3,800
-1,400
-27% -$31.1K 0.02% 186
2017
Q4 		$109K Hold
5,200
– – 0.03% 165
2017
Q3 		$105K Hold
5,200
– – 0.03% 165
2017
Q2 		$95K Hold
5,200
– – 0.03% 177
2017
Q1 		$95K Sell
5,200
-2,342
-31% -$41.6K 0.03% 171
2016
Q4 		$116K Sell
7,542
-1,000
-12% -$15.1K 0.04% 141
2016
Q3 		$122K Buy
8,542
+5,200
+156% +$73.7K 0.05% 126
2016
Q2 		$41K Hold
3,342
– – 0.02% 189
2016
Q1 		$49K Buy
3,342
+2,342
+234% +$31.9K 0.02% 178
2015
Q4 		$16K Hold
1,000
– – 0.01% 258
2015
Q3 		$16K Hold
1,000
– – 0.01% 255
2015
Q2 		$23K Sell
1,000
-1,000
-50% -$23K 0.01% 242
2015
Q1 		$46K Hold
2,000
– – 0.02% 198
2014
Q4 		$47K Hold
2,000
– – 0.02% 196
2014
Q3 		$44K Buy
2,000
+1,000
+100% +$23.5K 0.02% 202
2014
Q2 		$24K Buy
+1,000
New +$23.3K 0.01% 232

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Edge Wealth Management's KKR Position: Q1 2022 in Review

Edge Wealth Management sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 1,900 shares — an estimated $142K sold.

Edge Wealth Management first reported a position in KKR in Q2 2014 and held it in 30 quarters. The position peaked at $142K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

  • Edge Wealth Management reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 1,900 KKR & Co shares in Q1 2022, an estimated $142K.
  • Edge Wealth Management first reported a position in KKR & Co in Q2 2014 and held it in 30 quarters.
  • Edge Wealth Management's KKR & Co position peaked at $142K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.