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Interchange Capital Partners’s KKR & Co KKR Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-50
Closed -$2K – 693
2020
Q4 		$2K Buy
+50
New +$1.89K ﹤0.01% 1091

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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Interchange Capital Partners's KKR Position: Q1 2021 in Review

Interchange Capital Partners sold out of KKR & Co (KKR) in Q1 2021, closing a stake of 50 shares — an estimated $2K sold.

Interchange Capital Partners first reported a position in KKR in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 658 funds tracked by Wall St. Rank hold KKR as of Q1 2021.

  • Interchange Capital Partners reported no remaining KKR & Co position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 50 KKR & Co shares in Q1 2021, an estimated $2K.
  • Interchange Capital Partners first reported a position in KKR & Co in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's KKR & Co position peaked at $2K in Q4 2020.
  • 658 funds tracked by Wall St. Rank held KKR & Co as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.