Cowen and Company’s KKR & Co KKR Stock Holding History

Cowen and Company’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 Q4	–	Sell	-7,737	Closed	-$208K	–	521
2019 Q3	$208K	Buy	+7,737	New	+$204K	0.05%	233

Other funds holding KKR

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

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

VVP

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSP

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

Cowen and Company's KKR Position: Q4 2019 in Review

Cowen and Company sold out of KKR & Co (KKR) in Q4 2019, closing a stake of 7,737 shares — an estimated $208K sold.

Cowen and Company first reported a position in KKR in Q3 2019 and held it in 1 quarter. The position peaked at $208K in Q3 2019. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

Cowen and Company reported no remaining KKR & Co position as of Q4 2019 after selling out during the quarter.
Cowen and Company sold 7,737 KKR & Co shares in Q4 2019, an estimated $208K.
Cowen and Company first reported a position in KKR & Co in Q3 2019 and held it in 1 quarter.
Cowen and Company's KKR & Co position peaked at $208K in Q3 2019.
511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on Cowen and Company's 13F filing for Q4 2019, filed 11 Feb 2020.