Laurel Wealth Advisors (California)’s KKR & Co KKR Stock Holding History

Laurel Wealth Advisors (California)’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	-5,950	Closed	-$443K	–	777
2021 Q4	$443K	Buy	5,950 +190	+3%	+$14K	0.03%	485
2021 Q3	$351K	Hold	5,760	–	–	0.06%	304
2021 Q2	$341K	Sell	5,760 -125	-2%	-$6.94K	0.04%	367
2021 Q1	$287K	Hold	5,885	–	–	0.04%	367
2020 Q4	$238K	Hold	5,885	–	–	0.04%	388
2020 Q3	$202K	Buy	+5,885	New	+$206K	0.03%	386
2019 Q4	–	Sell	-10,528	Closed	-$283K	–	471
2019 Q3	$283K	Buy	+10,528	New	+$278K	0.05%	357
2017 Q3	–	Sell	-10,917	Closed	-$203K	–	346
2017 Q2	$203K	Buy	10,917 +67	+0.6%	+$1.23K	0.07%	277
2017 Q1	$197K	Hold	10,850	–	–	0.08%	261
2016 Q4	$166K	Sell	10,850 -2,015	-16%	-$30.4K	0.07%	242
2016 Q3	$183K	Sell	12,865 -750	-6%	-$10.6K	0.09%	243
2016 Q2	$168K	Buy	13,615 +2,895	+27%	+$38.7K	0.08%	241
2016 Q1	$157K	Sell	10,720 -300	-3%	-$4.08K	0.08%	247
2015 Q4	$172K	Buy	+11,020	New	+$188K	0.09%	234

Other funds holding KKR

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

VVP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s KKR Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 5,950 shares — an estimated $443K sold.

Laurel Wealth Advisors (California) first reported a position in KKR in Q4 2015 and held it in 14 quarters. The position peaked at $443K in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

Laurel Wealth Advisors (California) reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,950 KKR & Co shares in Q1 2022, an estimated $443K.
Laurel Wealth Advisors (California) first reported a position in KKR & Co in Q4 2015 and held it in 14 quarters.
Laurel Wealth Advisors (California)'s KKR & Co position peaked at $443K in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.