DD
KKR icon

Dominick & Dominick’s KKR & Co KKR Stock Holding History

Dominick & Dominick’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 		$880K Buy
37,900
+7,600
+25% +$167K 0.45% 80
2014
Q3 		$676K Buy
+30,300
New +$711K 0.32% 90

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

Dominick & Dominick's KKR Position: Q4 2014 in Review

Dominick & Dominick increased its KKR & Co (KKR) stake by 25% in Q4 2014, buying an estimated $167K and bringing the position to 37,900 shares worth $880K. The position accounts for 0.45% of the portfolio, ranked #80.

Dominick & Dominick first reported a position in KKR in Q3 2014 and has held it in 2 quarters since. 327 funds tracked by Wall St. Rank hold KKR as of Q4 2014.

  • Dominick & Dominick held 37,900 shares of KKR & Co worth $880K as of Q4 2014.
  • Dominick & Dominick bought 7,600 KKR & Co shares in Q4 2014, an estimated $167K.
  • KKR & Co made up 0.45% of Dominick & Dominick's portfolio in Q4 2014, its #80 holding.
  • Dominick & Dominick first reported a position in KKR & Co in Q3 2014 and has held it in 2 quarters since.
  • 327 funds tracked by Wall St. Rank held KKR & Co as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.