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Dreman Value Management’s KKR & Co KKR Stock Holding History

Dreman Value Management’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
2017
Q1 		– Sell
-677
Closed -$10K – 315
2016
Q4 		$10K Hold
677
– – 0.01% 341
2016
Q3 		$10K Hold
677
– – 0.01% 352
2016
Q2 		$8K Hold
677
– – ﹤0.01% 374
2016
Q1 		$10K Buy
+677
New +$9.21K ﹤0.01% 440
2015
Q4 		– Sell
-916
Closed -$15K – 308
2015
Q3 		$15K Buy
+916
New +$19.5K ﹤0.01% 445

Other funds holding KKR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LA
Lexington Advisors New York $18.7M AUM 48.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dreman Value Management's KKR Position: Q1 2017 in Review

Dreman Value Management sold out of KKR & Co (KKR) in Q1 2017, closing a stake of 677 shares — an estimated $10K sold.

Dreman Value Management first reported a position in KKR in Q3 2015 and held it in 5 quarters. The position peaked at $15K in Q3 2015. 312 funds tracked by Wall St. Rank hold KKR as of Q1 2017.

  • Dreman Value Management reported no remaining KKR & Co position as of Q1 2017 after selling out during the quarter.
  • Dreman Value Management sold 677 KKR & Co shares in Q1 2017, an estimated $10K.
  • Dreman Value Management first reported a position in KKR & Co in Q3 2015 and held it in 5 quarters.
  • Dreman Value Management's KKR & Co position peaked at $15K in Q3 2015.
  • 312 funds tracked by Wall St. Rank held KKR & Co as of Q1 2017.

Based on Dreman Value Management's 13F filing for Q1 2017, filed 15 May 2017.