JPLA
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Joseph P. Lucia & Associates’s KKR & Co KKR Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-605
Closed -$16K – 285
2020
Q2 		$16K Hold
605
– – 0.01% 262
2020
Q1 		$16K Hold
605
– – 0.02% 243
2019
Q4 		$16K Hold
605
– – 0.01% 267
2019
Q3 		$16K Hold
605
– – 0.02% 268
2019
Q2 		$16K Buy
+605
New +$14.5K 0.02% 263

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

Joseph P. Lucia & Associates's KKR Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 605 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in KKR in Q2 2019 and held it in 5 quarters. The position peaked at $16K in Q2 2020. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 605 KKR & Co shares in Q3 2020, an estimated $16K.
  • Joseph P. Lucia & Associates first reported a position in KKR & Co in Q2 2019 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's KKR & Co position peaked at $16K in Q2 2020.
  • 546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.