EWP
KKR icon

Engrave Wealth Partners’s KKR & Co KKR Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-288
Closed -$8K – 249
2020
Q2 		$8K Hold
288
– – 0.01% 271
2020
Q1 		$6K Sell
288
-316
-52% -$9.07K 0.01% 261
2019
Q4 		$17K Buy
+604
New +$17.2K 0.02% 242

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Engrave Wealth Partners's KKR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 288 shares — an estimated $8K sold.

Engrave Wealth Partners first reported a position in KKR in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 288 KKR & Co shares in Q3 2020, an estimated $8K.
  • Engrave Wealth Partners first reported a position in KKR & Co in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's KKR & Co position peaked at $17K in Q4 2019.
  • 546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.