COI
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Capital One Investing’s KKR & Co KKR Stock Holding History

Capital One Investing’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 		$256K Sell
9,590
-250
-3% -$6.59K 0.06% 177
2019
Q2 		$249K Hold
9,840
– – 0.06% 157
2019
Q1 		$231K Buy
+9,840
New +$224K 0.06% 171

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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Capital One Investing's KKR Position: Q3 2019 in Review

Capital One Investing reduced its KKR & Co (KKR) stake by 2.5% in Q3 2019, selling an estimated $6.59K and leaving 9,590 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #177.

Capital One Investing first reported a position in KKR in Q1 2019 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

  • Capital One Investing held 9,590 shares of KKR & Co worth $256K as of Q3 2019.
  • Capital One Investing sold 250 KKR & Co shares in Q3 2019, an estimated $6.59K.
  • KKR & Co made up 0.06% of Capital One Investing's portfolio in Q3 2019, its #177 holding.
  • Capital One Investing first reported a position in KKR & Co in Q1 2019 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.