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Shine Investment Advisory Services’s KKR & Co KKR Stock Holding History

Shine Investment Advisory Services’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 		$63K Hold
1,828
– – 0.02% 253
2020
Q2 		$56K Buy
+1,828
New +$49.1K 0.02% 264

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Shine Investment Advisory Services's KKR Position: Q3 2020 in Review

Shine Investment Advisory Services held its KKR & Co (KKR) position steady in Q3 2020 at 1,828 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #253.

Shine Investment Advisory Services first reported a position in KKR in Q2 2020 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

  • Shine Investment Advisory Services held 1,828 shares of KKR & Co worth $63K as of Q3 2020.
  • Shine Investment Advisory Services left its KKR & Co share count unchanged in Q3 2020.
  • KKR & Co made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #253 holding.
  • Shine Investment Advisory Services first reported a position in KKR & Co in Q2 2020 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.