YorkBridge Wealth Partners’s KKR & Co KKR Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-1,000	Closed	-$25K	–	438
2019 Q2	$25K	Hold	1,000	–	–	0.01%	443
2019 Q1	$23K	Hold	1,000	–	–	0.01%	454
2018 Q4	$20K	Hold	1,000	–	–	0.01%	462
2018 Q3	$28K	Hold	1,000	–	–	0.01%	441
2018 Q2	$25K	Hold	1,000	–	–	0.01%	474
2018 Q1	$21K	Hold	1,000	–	–	0.01%	511
2017 Q4	$22K	Hold	1,000	–	–	0.01%	484
2017 Q3	$20K	Hold	1,000	–	–	0.01%	522
2017 Q2	$19K	Sell	1,000 -2,340	-70%	-$42.8K	0.01%	521
2017 Q1	$63K	Sell	3,340 -1,000	-23%	-$17.8K	0.03%	340
2016 Q4	$69K	Buy	+4,340	New	+$65.4K	0.04%	307

Other funds holding KKR

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

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

VVP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

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

YorkBridge Wealth Partners's KKR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of KKR & Co (KKR) in Q3 2019, closing a stake of 1,000 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in KKR in Q4 2016 and held it in 11 quarters. The position peaked at $69K in Q4 2016. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining KKR & Co position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,000 KKR & Co shares in Q3 2019, an estimated $25K.
YorkBridge Wealth Partners first reported a position in KKR & Co in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's KKR & Co position peaked at $69K in Q4 2016.
460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.