Leuthold Group’s KKR & Co KKR Stock Holding History

Leuthold Group’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	-148,443	Closed	-$4.58M	–	177
2020 Q2	$4.58M	Sell	148,443 -3,760	-2%	-$101K	0.68%	55
2020 Q1	$3.57M	Buy	+152,203	New	+$4.37M	0.64%	63
2018 Q2	–	Sell	-33,952	Closed	-$689K	–	223
2018 Q1	$689K	Buy	+33,952	New	+$754K	0.08%	154
2015 Q3	–	Sell	-83,084	Closed	-$1.9M	–	202
2015 Q2	$1.9M	Buy	+83,084	New	+$1.91M	0.18%	155
2013 Q3	–	Sell	-110,002	Closed	-$2.16M	–	327
2013 Q2	$2.16M	Buy	+110,002	New	+$2.18M	0.2%	138

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 $6.73T AUM 46.02% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $12.5B AUM 7.49% 1-Year Est. Return

Leuthold Group's KKR Position: Q3 2020 in Review

Leuthold Group sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 148,443 shares — an estimated $4.58M sold.

Leuthold Group first reported a position in KKR in Q2 2013 and held it in 5 quarters. The position peaked at $4.58M in Q2 2020. 547 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

Leuthold Group reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
Leuthold Group sold 148,443 KKR & Co shares in Q3 2020, an estimated $4.58M.
Leuthold Group first reported a position in KKR & Co in Q2 2013 and held it in 5 quarters.
Leuthold Group's KKR & Co position peaked at $4.58M in Q2 2020.
547 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Leuthold Group's 13F filing for Q3 2020, filed 16 Nov 2020.