OIA
KKR icon

Optimum Investment Advisors’s KKR & Co KKR Stock Holding History

Optimum Investment Advisors’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
Q2 		– Sell
-1,200
Closed -$28K – 895
2020
Q1 		$28K Hold
1,200
– – 0.01% 509
2019
Q4 		$35K Hold
1,200
– – 0.01% 582
2019
Q3 		$32K Hold
1,200
– – 0.01% 598
2019
Q2 		$30K Hold
1,200
– – 0.01% 612
2019
Q1 		$28K Sell
1,200
-860
-42% -$19.6K 0.01% 629
2018
Q4 		$40K Hold
2,060
– – 0.01% 502
2018
Q3 		$56K Hold
2,060
– – 0.02% 512
2018
Q2 		$51K Hold
2,060
– – 0.01% 526
2018
Q1 		$42K Buy
+2,060
New +$45.8K 0.01% 552

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
BlackRock
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Optimum Investment Advisors's KKR Position: Q2 2020 in Review

Optimum Investment Advisors sold out of KKR & Co (KKR) in Q2 2020, closing a stake of 1,200 shares — an estimated $28K sold.

Optimum Investment Advisors first reported a position in KKR in Q1 2018 and held it in 9 quarters. The position peaked at $56K in Q3 2018. 501 funds tracked by Wall St. Rank hold KKR as of Q2 2020.

  • Optimum Investment Advisors reported no remaining KKR & Co position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,200 KKR & Co shares in Q2 2020, an estimated $28K.
  • Optimum Investment Advisors first reported a position in KKR & Co in Q1 2018 and held it in 9 quarters.
  • Optimum Investment Advisors's KKR & Co position peaked at $56K in Q3 2018.
  • 501 funds tracked by Wall St. Rank held KKR & Co as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.