Equitec Specialists’s KKR & Co KKR Stock Holding History

Equitec Specialists’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 Q4	–	Sell	-26,234	Closed	-$901K	–	233
2020 Q3	$901K	Buy	+26,234	New	+$918K	0.1%	67

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Equitec Specialists's KKR Position: Q4 2020 in Review

Equitec Specialists sold out of KKR & Co (KKR) in Q4 2020, closing a stake of 26,234 shares — an estimated $901K sold.

Equitec Specialists first reported a position in KKR in Q3 2020 and held it in 1 quarter. The position peaked at $901K in Q3 2020. 610 funds tracked by Wall St. Rank hold KKR as of Q4 2020.

Equitec Specialists reported no remaining KKR & Co position as of Q4 2020 after selling out during the quarter.
Equitec Specialists sold 26,234 KKR & Co shares in Q4 2020, an estimated $901K.
Equitec Specialists first reported a position in KKR & Co in Q3 2020 and held it in 1 quarter.
Equitec Specialists's KKR & Co position peaked at $901K in Q3 2020.
610 funds tracked by Wall St. Rank held KKR & Co as of Q4 2020.

Based on Equitec Specialists's 13F filing for Q4 2020, filed 26 Jan 2021.