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Drexel Morgan & Co’s KKR & Co KKR Stock Holding History

Drexel Morgan & Co’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
-15,970
Closed -$246K – 94
2016
Q4 		$246K Buy
+15,970
New +$241K 0.29% 77
2016
Q1 		– Sell
-10,040
Closed -$157K – 97
2015
Q4 		$157K Buy
+10,040
New +$172K 0.17% 95

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

Drexel Morgan & Co's KKR Position: Q1 2017 in Review

Drexel Morgan & Co sold out of KKR & Co (KKR) in Q1 2017, closing a stake of 15,970 shares — an estimated $246K sold.

Drexel Morgan & Co first reported a position in KKR in Q4 2015 and held it in 2 quarters. The position peaked at $246K in Q4 2016. 312 funds tracked by Wall St. Rank hold KKR as of Q1 2017.

  • Drexel Morgan & Co reported no remaining KKR & Co position as of Q1 2017 after selling out during the quarter.
  • Drexel Morgan & Co sold 15,970 KKR & Co shares in Q1 2017, an estimated $246K.
  • Drexel Morgan & Co first reported a position in KKR & Co in Q4 2015 and held it in 2 quarters.
  • Drexel Morgan & Co's KKR & Co position peaked at $246K in Q4 2016.
  • 312 funds tracked by Wall St. Rank held KKR & Co as of Q1 2017.

Based on Drexel Morgan & Co's 13F filing for Q1 2017, filed 12 May 2017.