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Winslow Evans & Crocker’s KKR & Co KKR Stock Holding History

Winslow Evans & Crocker’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
Q4 		$218K Hold
5,367
– – 0.04% 323
2020
Q3 		$184K Hold
5,367
– – 0.05% 277
2020
Q2 		$166K Sell
5,367
-1
-0% -$27 0.04% 289
2020
Q1 		$126K Hold
5,368
– – 0.04% 297
2019
Q4 		$158K Buy
5,368
+5,100
+1,903% +$145K 0.04% 319
2019
Q3 		$8K Hold
268
– – ﹤0.01% 866
2019
Q2 		$8K Sell
268
-694
-72% -$16.6K ﹤0.01% 882
2019
Q1 		$24K Sell
962
-900
-48% -$20.5K 0.01% 626
2018
Q4 		$38K Hold
1,862
– – 0.01% 508
2018
Q3 		$52K Buy
1,862
+124
+7% +$3.31K 0.02% 480
2018
Q2 		$44K Hold
1,738
– – 0.01% 523
2018
Q1 		$35.3K Hold
1,738
– – 0.01% 553
2017
Q4 		$36.6K Hold
1,738
– – 0.01% 549
2017
Q3 		$35.3K Sell
1,738
-513
-23% -$9.73K 0.01% 553
2017
Q2 		$41.9K Sell
2,251
-1,389
-38% -$25.4K 0.01% 594
2017
Q1 		$66.4K Sell
3,640
-750
-17% -$13.3K 0.02% 488
2016
Q4 		$67.6K Sell
4,390
-228
-5% -$3.44K 0.02% 464
2016
Q3 		$65.8K Buy
4,618
+552
+14% +$7.83K 0.02% 487
2016
Q2 		$50.2K Buy
4,066
+1
+0% +$13 0.02% 513
2016
Q1 		$59.7K Sell
4,065
-13,695
-77% -$186K 0.02% 463
2015
Q4 		$277K Sell
17,760
-5,084
-22% -$86.9K 0.08% 241
2015
Q3 		$383K Sell
22,844
-520
-2% -$11.1K 0.12% 177
2015
Q2 		$534K Sell
23,364
-1,620
-6% -$37.2K 0.15% 158
2015
Q1 		$570K Sell
24,984
-198
-0.8% -$4.67K 0.16% 139
2014
Q4 		$584K Buy
25,182
+200
+0.8% +$4.38K 0.17% 135
2014
Q3 		$557K Hold
24,982
– – 0.16% 152
2014
Q2 		$608K Sell
24,982
-680
-3% -$15.8K 0.2% 125
2014
Q1 		$586K Sell
25,662
-1,340
-5% -$32.4K 0.2% 124
2013
Q4 		$658K Buy
+27,002
New +$621K 0.23% 107

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

Winslow Evans & Crocker's KKR Position: Q4 2020 in Review

Winslow Evans & Crocker held its KKR & Co (KKR) position steady in Q4 2020 at 5,367 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #323.

Winslow Evans & Crocker first reported a position in KKR in Q4 2013 and has held it in 29 quarters since. The position peaked at $658K in Q4 2013. 610 funds tracked by Wall St. Rank hold KKR as of Q4 2020.

  • Winslow Evans & Crocker held 5,367 shares of KKR & Co worth $218K as of Q4 2020.
  • Winslow Evans & Crocker left its KKR & Co share count unchanged in Q4 2020.
  • KKR & Co made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #323 holding.
  • Winslow Evans & Crocker first reported a position in KKR & Co in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's KKR & Co position peaked at $658K in Q4 2013.
  • 610 funds tracked by Wall St. Rank held KKR & Co as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.