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Gideon Capital Advisors’s KKR & Co KKR Stock Holding History

Gideon Capital 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
2020
Q1 		– Sell
-15,755
Closed -$460K – 107
2019
Q4 		$460K Buy
+15,755
New +$449K 0.16% 181
2019
Q1 		– Sell
-12,183
Closed -$239K – 451
2018
Q4 		$239K Buy
+12,183
New +$279K 0.1% 316

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Gideon Capital Advisors's KKR Position: Q1 2020 in Review

Gideon Capital Advisors sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 15,755 shares — an estimated $460K sold.

Gideon Capital Advisors first reported a position in KKR in Q4 2018 and held it in 2 quarters. The position peaked at $460K in Q4 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Gideon Capital Advisors reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 15,755 KKR & Co shares in Q1 2020, an estimated $460K.
  • Gideon Capital Advisors first reported a position in KKR & Co in Q4 2018 and held it in 2 quarters.
  • Gideon Capital Advisors's KKR & Co position peaked at $460K in Q4 2019.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.