EWM
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Evermay Wealth Management’s KKR & Co KKR Stock Holding History

Evermay 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
2021
Q3 		– Sell
-230
Closed -$14K – 498
2021
Q2 		$14K Buy
+230
New +$12.8K ﹤0.01% 380

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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

Evermay Wealth Management's KKR Position: Q3 2021 in Review

Evermay Wealth Management sold out of KKR & Co (KKR) in Q3 2021, closing a stake of 230 shares — an estimated $14K sold.

Evermay Wealth Management first reported a position in KKR in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 748 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

  • Evermay Wealth Management reported no remaining KKR & Co position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 230 KKR & Co shares in Q3 2021, an estimated $14K.
  • Evermay Wealth Management first reported a position in KKR & Co in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's KKR & Co position peaked at $14K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.