JWM
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Jeppson Wealth Management’s KKR & Co KKR Stock Holding History

Jeppson 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
Q4 		– Sell
-450
Closed -$15K – 293
2020
Q3 		$15K Buy
+450
New +$15.7K 0.01% 358

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
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

Jeppson Wealth Management's KKR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of KKR & Co (KKR) in Q4 2020, closing a stake of 450 shares — an estimated $15K sold.

Jeppson Wealth Management first reported a position in KKR in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 610 funds tracked by Wall St. Rank hold KKR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining KKR & Co position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 450 KKR & Co shares in Q4 2020, an estimated $15K.
  • Jeppson Wealth Management first reported a position in KKR & Co in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's KKR & Co position peaked at $15K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held KKR & Co as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.