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Hollow Brook Wealth Management’s KKR & Co KKR Stock Holding History

Hollow Brook Wealth 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
-10,983
Closed -$258K – 44
2020
Q1 		$258K Hold
10,983
– – 0.24% 36
2019
Q4 		$320K Hold
10,983
– – 0.17% 45
2019
Q3 		$295K Hold
10,983
– – 0.2% 44
2019
Q2 		$278K Sell
10,983
-350
-3% -$8.38K 0.25% 43
2019
Q1 		$266K Sell
11,333
-8,069
-42% -$184K 0.29% 42
2018
Q4 		$381K Hold
19,402
– – 0.41% 37
2018
Q3 		$529K Sell
19,402
-110
-0.6% -$2.94K 0.41% 41
2018
Q2 		$485K Hold
19,512
– – 0.38% 45
2018
Q1 		$396K Sell
19,512
-5,640
-22% -$125K 0.32% 41
2017
Q4 		$530K Sell
25,152
-2,195
-8% -$44.1K 0.39% 34
2017
Q3 		$556K Sell
27,347
-965
-3% -$18.3K 0.41% 34
2017
Q2 		$527K Sell
28,312
-85
-0.3% -$1.56K 0.36% 34
2017
Q1 		$518K Sell
28,397
-3,946
-12% -$70.1K 0.4% 30
2016
Q4 		$498K Sell
32,343
-3,553
-10% -$53.6K 0.31% 35
2016
Q3 		$512K Buy
35,896
+13,529
+60% +$192K 0.3% 39
2016
Q2 		$276K Sell
22,367
-29,994
-57% -$401K 0.19% 35
2016
Q1 		$769K Sell
52,361
-1,152
-2% -$15.7K 0.46% 26
2015
Q4 		$834K Sell
53,513
-7,164
-12% -$122K 0.41% 30
2015
Q3 		$1.02M Sell
60,677
-1,857
-3% -$39.5K 0.49% 32
2015
Q2 		$1.43M Buy
62,534
+30,806
+97% +$708K 0.55% 32
2015
Q1 		$724K Buy
31,728
+3,474
+12% +$82K 0.24% 34
2014
Q4 		$656K Buy
+28,254
New +$619K 0.21% 36

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

Hollow Brook Wealth Management's KKR Position: Q2 2020 in Review

Hollow Brook Wealth Management sold out of KKR & Co (KKR) in Q2 2020, closing a stake of 10,983 shares — an estimated $258K sold.

Hollow Brook Wealth Management first reported a position in KKR in Q4 2014 and held it in 22 quarters. The position peaked at $1.43M in Q2 2015. 501 funds tracked by Wall St. Rank hold KKR as of Q2 2020.

  • Hollow Brook Wealth Management reported no remaining KKR & Co position as of Q2 2020 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 10,983 KKR & Co shares in Q2 2020, an estimated $258K.
  • Hollow Brook Wealth Management first reported a position in KKR & Co in Q4 2014 and held it in 22 quarters.
  • Hollow Brook Wealth Management's KKR & Co position peaked at $1.43M in Q2 2015.
  • 501 funds tracked by Wall St. Rank held KKR & Co as of Q2 2020.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.