Kings Point Capital Management’s KKR & Co KKR Stock Holding History

Kings Point 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
2019 Q4	–	Sell	-706	Closed	-$19K	–	501
2019 Q3	$19K	Buy	+706	New	+$18.6K	﹤0.01%	404
2017 Q2	–	Sell	-5,263	Closed	-$96K	–	347
2017 Q1	$96K	Buy	+5,263	New	+$93.5K	0.02%	179
2016 Q3	–	Sell	-1,283	Closed	-$16K	–	325
2016 Q2	$16K	Hold	1,283	–	–	﹤0.01%	278
2016 Q1	$19K	Hold	1,283	–	–	﹤0.01%	265
2015 Q4	$20K	Hold	1,283	–	–	0.01%	293
2015 Q3	$22K	Buy	1,283 +722	+129%	+$15.3K	0.01%	303
2015 Q2	$13K	Hold	561	–	–	﹤0.01%	333
2015 Q1	$13K	Hold	561	–	–	﹤0.01%	337
2014 Q4	$13K	Hold	561	–	–	﹤0.01%	322
2014 Q3	$13K	Hold	561	–	–	﹤0.01%	294
2014 Q2	$14K	Buy	+561	New	+$13.1K	﹤0.01%	299

Other funds holding KKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Kings Point Capital Management's KKR Position: Q4 2019 in Review

Kings Point Capital Management sold out of KKR & Co (KKR) in Q4 2019, closing a stake of 706 shares — an estimated $19K sold.

Kings Point Capital Management first reported a position in KKR in Q2 2014 and held it in 11 quarters. The position peaked at $96K in Q1 2017. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

Kings Point Capital Management reported no remaining KKR & Co position as of Q4 2019 after selling out during the quarter.
Kings Point Capital Management sold 706 KKR & Co shares in Q4 2019, an estimated $19K.
Kings Point Capital Management first reported a position in KKR & Co in Q2 2014 and held it in 11 quarters.
Kings Point Capital Management's KKR & Co position peaked at $96K in Q1 2017.
511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on Kings Point Capital Management's 13F filing for Q4 2019, filed 13 Feb 2020.