BRC
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Bell Rock Capital’s KKR & Co KKR Stock Holding History

Bell Rock Capital’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
Q1 		– Sell
-85
Closed -$1K – 442
2018
Q4 		$1K Sell
85
-170
-67% -$3.89K ﹤0.01% 410
2018
Q3 		$7K Hold
255
– – ﹤0.01% 375
2018
Q2 		$6K Hold
255
– – ﹤0.01% 392
2018
Q1 		$5K Buy
+255
New +$5.67K ﹤0.01% 403

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bell Rock Capital's KKR Position: Q1 2019 in Review

Bell Rock Capital sold out of KKR & Co (KKR) in Q1 2019, closing a stake of 85 shares — an estimated $1K sold.

Bell Rock Capital first reported a position in KKR in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 415 funds tracked by Wall St. Rank hold KKR as of Q1 2019.

  • Bell Rock Capital reported no remaining KKR & Co position as of Q1 2019 after selling out during the quarter.
  • Bell Rock Capital sold 85 KKR & Co shares in Q1 2019, an estimated $1K.
  • Bell Rock Capital first reported a position in KKR & Co in Q1 2018 and held it in 4 quarters.
  • Bell Rock Capital's KKR & Co position peaked at $7K in Q3 2018.
  • 415 funds tracked by Wall St. Rank held KKR & Co as of Q1 2019.

Based on Bell Rock Capital's 13F filing for Q1 2019, filed 8 Apr 2019.