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Financial Gravity Asset Management’s KKR & Co KKR Stock Holding History

Financial Gravity Asset 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
2019
Q4 		$19K Hold
650
– – 0.01% 1030
2019
Q3 		$17K Buy
+650
New +$17.1K 0.01% 498

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 $5.63B AUM 5.11% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Financial Gravity Asset Management's KKR Position: Q4 2019 in Review

Financial Gravity Asset Management held its KKR & Co (KKR) position steady in Q4 2019 at 650 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1030.

Financial Gravity Asset Management first reported a position in KKR in Q3 2019 and has held it in 2 quarters since. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

  • Financial Gravity Asset Management held 650 shares of KKR & Co worth $19K as of Q4 2019.
  • Financial Gravity Asset Management left its KKR & Co share count unchanged in Q4 2019.
  • KKR & Co made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1030 holding.
  • Financial Gravity Asset Management first reported a position in KKR & Co in Q3 2019 and has held it in 2 quarters since.
  • 511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.