Ranch Capital Advisors’s KKR & Co KKR Stock Holding History

Ranch Capital 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 Q3	–	Sell	-30	Closed	-$1K	–	900
2020 Q2	$1K	Buy	+30	New	+$806	﹤0.01%	871

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 $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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $16B AUM 4.15% 1-Year Est. Return

Ranch Capital Advisors's KKR Position: Q3 2020 in Review

Ranch Capital Advisors sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 30 shares — an estimated $1K sold.

Ranch Capital Advisors first reported a position in KKR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

Ranch Capital Advisors reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
Ranch Capital Advisors sold 30 KKR & Co shares in Q3 2020, an estimated $1K.
Ranch Capital Advisors first reported a position in KKR & Co in Q2 2020 and held it in 1 quarter.
Ranch Capital Advisors's KKR & Co position peaked at $1K in Q2 2020.
546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.