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Kathmere Capital Management’s KKR & Co KKR Stock Holding History

Kathmere Capital 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
2022
Q1 		– Sell
-3,296
Closed -$246K – 167
2021
Q4 		$246K Sell
3,296
-6
-0.2% -$443 0.04% 122
2021
Q3 		$201K Buy
+3,302
New +$207K 0.04% 141
2021
Q1 		– Sell
-3,296
Closed -$133K – 286
2020
Q4 		$133K Hold
3,296
– – 0.03% 167
2020
Q3 		$113K Buy
+3,296
New +$115K 0.03% 161

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Kathmere Capital Management's KKR Position: Q1 2022 in Review

Kathmere Capital Management sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 3,296 shares — an estimated $246K sold.

Kathmere Capital Management first reported a position in KKR in Q3 2020 and held it in 4 quarters. The position peaked at $246K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

  • Kathmere Capital Management reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
  • Kathmere Capital Management sold 3,296 KKR & Co shares in Q1 2022, an estimated $246K.
  • Kathmere Capital Management first reported a position in KKR & Co in Q3 2020 and held it in 4 quarters.
  • Kathmere Capital Management's KKR & Co position peaked at $246K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Kathmere Capital Management's 13F filing for Q1 2022, filed 28 Apr 2022.