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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
2020
Q2 		– Sell
-650
Closed -$15 – 467
2020
Q1 		$15 Hold
650
– – ﹤0.01% 1026
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 $5.71B 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Financial Gravity Asset Management's KKR Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of KKR & Co (KKR) in Q2 2020, closing a stake of 650 shares — an estimated $15 sold.

Financial Gravity Asset Management first reported a position in KKR in Q3 2019 and held it in 3 quarters. The position peaked at $19K in Q4 2019. 501 funds tracked by Wall St. Rank hold KKR as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining KKR & Co position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 650 KKR & Co shares in Q2 2020, an estimated $15.
  • Financial Gravity Asset Management first reported a position in KKR & Co in Q3 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's KKR & Co position peaked at $19K in Q4 2019.
  • 501 funds tracked by Wall St. Rank held KKR & Co as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.