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Aperio Group’s KKR & Co KKR Stock Holding History

Aperio Group’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
2014
Q4 		– Sell
-13,694
Closed -$305K – 1891
2014
Q3 		$305K Buy
+13,694
New +$321K ﹤0.01% 1382

Other funds holding KKR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPVHS
Lexington Partners VI Holdings Sub New York $227M AUM 24.75% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Aperio Group's KKR Position: Q4 2014 in Review

Aperio Group sold out of KKR & Co (KKR) in Q4 2014, closing a stake of 13,694 shares — an estimated $305K sold.

Aperio Group first reported a position in KKR in Q3 2014 and held it in 1 quarter. The position peaked at $305K in Q3 2014. 327 funds tracked by Wall St. Rank hold KKR as of Q4 2014.

  • Aperio Group reported no remaining KKR & Co position as of Q4 2014 after selling out during the quarter.
  • Aperio Group sold 13,694 KKR & Co shares in Q4 2014, an estimated $305K.
  • Aperio Group first reported a position in KKR & Co in Q3 2014 and held it in 1 quarter.
  • Aperio Group's KKR & Co position peaked at $305K in Q3 2014.
  • 327 funds tracked by Wall St. Rank held KKR & Co as of Q4 2014.

Based on Aperio Group's 13F filing for Q4 2014, filed 30 Jan 2015.