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Liberty Wealth Management’s KKR & Co KKR Stock Holding History

Liberty Wealth 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
2021
Q2 		– Sell
-5
Closed – – 1123
2021
Q1 		$0 Hold
5
– – ﹤0.01% 991
2020
Q4 		$0 Buy
+5
New +$189 ﹤0.01% 1015
2019
Q3 		– Sell
-255
Closed -$6K – 925
2019
Q2 		$6K Buy
+255
New +$6.1K 0.01% 626

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Liberty Wealth Management's KKR Position: Q2 2021 in Review

Liberty Wealth Management sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in KKR in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • Liberty Wealth Management reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 KKR & Co shares in Q2 2021.
  • Liberty Wealth Management first reported a position in KKR & Co in Q2 2019 and held it in 3 quarters.
  • Liberty Wealth Management's KKR & Co position peaked at $6K in Q2 2019.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.