GLLW
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Graves Light Lenhart Wealth’s KKR & Co KKR Stock Holding History

Graves Light Lenhart Wealth’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
-16,780
Closed -$489K – 166
2019
Q4 		$489K Sell
16,780
-7,220
-30% -$206K 0.1% 102
2019
Q3 		$692K Hold
24,000
– – 0.15% 86
2019
Q2 		$606K Hold
24,000
– – 0.15% 86
2019
Q1 		$564K Hold
24,000
– – 0.14% 82
2018
Q4 		$471K Buy
+24,000
New +$549K 0.14% 87

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

Graves Light Lenhart Wealth's KKR Position: Q1 2020 in Review

Graves Light Lenhart Wealth sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 16,780 shares — an estimated $489K sold.

Graves Light Lenhart Wealth first reported a position in KKR in Q4 2018 and held it in 5 quarters. The position peaked at $692K in Q3 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Graves Light Lenhart Wealth reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 16,780 KKR & Co shares in Q1 2020, an estimated $489K.
  • Graves Light Lenhart Wealth first reported a position in KKR & Co in Q4 2018 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's KKR & Co position peaked at $692K in Q3 2019.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.