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

Sowa 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
Q3 		– Sell
-200
Closed -$6K – 293
2020
Q2 		$6K Hold
200
– – ﹤0.01% 262
2020
Q1 		$5K Hold
200
– – ﹤0.01% 253
2019
Q4 		$6K Buy
+200
New +$5.7K ﹤0.01% 252

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

Sowa Financial Group's KKR Position: Q3 2020 in Review

Sowa Financial Group sold out of KKR & Co (KKR) in Q3 2020, closing a stake of 200 shares — an estimated $6K sold.

Sowa Financial Group first reported a position in KKR in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 546 funds tracked by Wall St. Rank hold KKR as of Q3 2020.

  • Sowa Financial Group reported no remaining KKR & Co position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 200 KKR & Co shares in Q3 2020, an estimated $6K.
  • Sowa Financial Group first reported a position in KKR & Co in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's KKR & Co position peaked at $6K in Q2 2020.
  • 546 funds tracked by Wall St. Rank held KKR & Co as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.