Kore Private Wealth’s KKR & Co KKR Stock Holding History

Kore Private Wealth’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	-842	Closed	-$26K	–	708
2020 Q2	$26K	Hold	842	–	–	0.01%	600
2020 Q1	$20K	Sell	842 -210	-20%	-$6.03K	﹤0.01%	591
2019 Q4	$31K	Buy	+1,052	New	+$30K	0.01%	554
2019 Q2	–	Sell	-1,052	Closed	-$25K	–	534
2019 Q1	$25K	Hold	1,052	–	–	0.01%	482
2018 Q4	$21K	Buy	+1,052	New	+$24.1K	0.01%	488

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Kore Private Wealth's KKR Position: Q3 2020 in Review

Kore Private Wealth sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 842 shares — an estimated $26K sold.

Kore Private Wealth first reported a position in KKR in Q4 2018 and held it in 5 quarters. The position peaked at $31K in Q4 2019. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

Kore Private Wealth reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 842 KKR & Co shares in Q3 2020, an estimated $26K.
Kore Private Wealth first reported a position in KKR & Co in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's KKR & Co position peaked at $31K in Q4 2019.
546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.