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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
2018
Q3 		– Sell
-200
Closed -$28K – 629
2018
Q2 		$28K Buy
+200
New +$4.44K 0.01% 310

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.