SEC 13F Intelligence

Arbor Wealth Management, LLC / KKR

Arbor Wealth Management, LLC’s Kkr & Co Inc Position

Does Arbor Wealth Management, LLC own Kkr & Co Inc (KKR)? Yes — 539.3K shares worth $40M (+8.81% of its 13F portfolio) as of Q4 2021, down from 542.8K shares the prior filed quarter.

Position Value
$40M
Q4 2021
Shares
539.3K
% of Portfolio
+8.81%
Quarters Held
11
currently held

Position History KKR

Reported value by quarter
Q2 ’19: $5MQ2 ’19Q3 ’19: $8MQ4 ’19: $11MQ4 ’19Q1 ’20: $10MQ2 ’20: $13MQ2 ’20Q3 ’20: $16MQ4 ’20: $17MQ4 ’20Q1 ’21: $24MQ2 ’21: $30MQ2 ’21Q3 ’21: $33MQ4 ’21: $40MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021539.3K$40M+8.81%
Q3 2021542.8K$33M+7.78%
Q2 2021512.2K$30M+7.48%
Q1 2021484.9K$24M+6.99%
Q4 2020429.6K$17M+6.54%
Q3 2020457.6K$16M+6.24%
Q2 2020430.2K$13M+6.20%
Q1 2020417.3K$10M+6.22%
Q4 2019378.6K$11M+4.61%
Q3 2019313.2K$8M+4.32%
Q2 2019216.6K$5M+2.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arbor Wealth Management, LLC’s full portfolio or all institutional holders of KKR.