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Farr Miller & Washington’s KKR & Co KKR Stock Holding History

Farr Miller & Washington’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
-5,000
Closed -$296K – 191
2021
Q2 		$296K Hold
5,000
– – 0.02% 157
2021
Q1 		$244K Hold
5,000
– – 0.02% 169
2020
Q4 		$202K Buy
+5,000
New +$189K 0.02% 173

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

Farr Miller & Washington's KKR Position: Q3 2021 in Review

Farr Miller & Washington sold out of KKR & Co (KKR) in Q3 2021, closing a stake of 5,000 shares — an estimated $296K sold.

Farr Miller & Washington first reported a position in KKR in Q4 2020 and held it in 3 quarters. The position peaked at $296K in Q2 2021. 748 funds tracked by Wall St. Rank hold KKR as of Q3 2021.

  • Farr Miller & Washington reported no remaining KKR & Co position as of Q3 2021 after selling out during the quarter.
  • Farr Miller & Washington sold 5,000 KKR & Co shares in Q3 2021, an estimated $296K.
  • Farr Miller & Washington first reported a position in KKR & Co in Q4 2020 and held it in 3 quarters.
  • Farr Miller & Washington's KKR & Co position peaked at $296K in Q2 2021.
  • 748 funds tracked by Wall St. Rank held KKR & Co as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.