Sather Financial Group’s KKR & Co KKR Stock Holding History

Sather Financial 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 Q1	–	Sell	-13,486	Closed	-$393K	–	74
2019 Q4	$393K	Buy	+13,486	New	+$384K	0.06%	52

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

Sather Financial Group's KKR Position: Q1 2020 in Review

Sather Financial Group sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 13,486 shares — an estimated $393K sold.

Sather Financial Group first reported a position in KKR in Q4 2019 and held it in 1 quarter. The position peaked at $393K in Q4 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

Sather Financial Group reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
Sather Financial Group sold 13,486 KKR & Co shares in Q1 2020, an estimated $393K.
Sather Financial Group first reported a position in KKR & Co in Q4 2019 and held it in 1 quarter.
Sather Financial Group's KKR & Co position peaked at $393K in Q4 2019.
479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Sather Financial Group's 13F filing for Q1 2020, filed 11 May 2020.