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Meridian Wealth Partners’s KKR & Co KKR Stock Holding History

Meridian Wealth Partners’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
-895
Closed -$44K – 706
2021
Q1 		$44K Buy
895
+26
+3% +$1.16K 0.01% 171
2020
Q4 		$35K Hold
869
– – 0.01% 161
2020
Q3 		$30K Hold
869
– – 0.02% 165
2020
Q2 		$27K Hold
869
– – 0.01% 170
2020
Q1 		$20K Hold
869
– – 0.01% 183
2019
Q4 		$25K Buy
+869
New +$24.8K 0.02% 185

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

Meridian Wealth Partners's KKR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of KKR & Co (KKR) in Q2 2021, closing a stake of 895 shares — an estimated $44K sold.

Meridian Wealth Partners first reported a position in KKR in Q4 2019 and held it in 6 quarters. The position peaked at $44K in Q1 2021. 706 funds tracked by Wall St. Rank hold KKR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining KKR & Co position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 895 KKR & Co shares in Q2 2021, an estimated $44K.
  • Meridian Wealth Partners first reported a position in KKR & Co in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's KKR & Co position peaked at $44K in Q1 2021.
  • 706 funds tracked by Wall St. Rank held KKR & Co as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.