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First Foundation Advisors’s KKR & Co KKR Stock Holding History

First Foundation Advisors’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
Q2 		– Sell
-16,518
Closed -$807K – 460
2021
Q1 		$807K Sell
16,518
-6,000
-27% -$268K 0.03% 226
2020
Q4 		$912K Buy
22,518
+18
+0.1% +$680 0.04% 199
2020
Q3 		$772K Hold
22,500
– – 0.04% 197
2020
Q2 		$694K Hold
22,500
– – 0.04% 201
2020
Q1 		$528K Buy
+22,500
New +$646K 0.03% 219

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Foundation Advisors's KKR Position: Q2 2021 in Review

First Foundation Advisors sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 16,518 shares — an estimated $807K sold.

First Foundation Advisors first reported a position in KKR in Q1 2020 and held it in 5 quarters. The position peaked at $912K in Q4 2020. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • First Foundation Advisors reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
  • First Foundation Advisors sold 16,518 KKR & Co shares in Q2 2021, an estimated $807K.
  • First Foundation Advisors first reported a position in KKR & Co in Q1 2020 and held it in 5 quarters.
  • First Foundation Advisors's KKR & Co position peaked at $912K in Q4 2020.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.