Transform Wealth’s KKR & Co KKR Stock Holding History

Transform Wealth’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
2022 Q1	–	Sell	-66,416	Closed	-$4.95M	–	225
2021 Q4	$4.95M	Buy	+66,416	New	+$4.9M	0.52%	64

Other funds holding KKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Transform Wealth's KKR Position: Q1 2022 in Review

Transform Wealth sold out of KKR & Co (KKR) in Q1 2022, closing a stake of 66,416 shares — an estimated $4.95M sold.

Transform Wealth first reported a position in KKR in Q4 2021 and held it in 1 quarter. The position peaked at $4.95M in Q4 2021. 789 funds tracked by Wall St. Rank hold KKR as of Q1 2022.

Transform Wealth reported no remaining KKR & Co position as of Q1 2022 after selling out during the quarter.
Transform Wealth sold 66,416 KKR & Co shares in Q1 2022, an estimated $4.95M.
Transform Wealth first reported a position in KKR & Co in Q4 2021 and held it in 1 quarter.
Transform Wealth's KKR & Co position peaked at $4.95M in Q4 2021.
789 funds tracked by Wall St. Rank held KKR & Co as of Q1 2022.

Based on Transform Wealth's 13F filing for Q1 2022, filed 25 Apr 2022.