Whitener Capital Management’s KKR & Co KKR Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-500	Closed	-$13K	–	295
2019 Q3	$13K	Hold	500	–	–	0.01%	334
2019 Q2	$12K	Hold	500	–	–	0.01%	329
2019 Q1	$11K	Hold	500	–	–	0.01%	330
2018 Q4	$9K	Hold	500	–	–	0.01%	327
2018 Q3	$13K	Buy	+500	New	+$13.4K	0.01%	314
2018 Q2	–	Sell	-500	Closed	-$10K	–	269
2018 Q1	$10K	Sell	500 -180	-26%	-$4K	0.01%	333
2017 Q4	$14K	Buy	+680	New	+$13.7K	0.01%	292

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Whitener Capital Management's KKR Position: Q4 2019 in Review

Whitener Capital Management sold out of KKR & Co (KKR) in Q4 2019, closing a stake of 500 shares — an estimated $13K sold.

Whitener Capital Management first reported a position in KKR in Q4 2017 and held it in 7 quarters. The position peaked at $14K in Q4 2017. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

Whitener Capital Management reported no remaining KKR & Co position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 500 KKR & Co shares in Q4 2019, an estimated $13K.
Whitener Capital Management first reported a position in KKR & Co in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's KKR & Co position peaked at $14K in Q4 2017.
511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.