Edgar Wachenheim’s KKR & Co KKR Stock Holding History

Edgar Wachenheim’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	–	Sell	-1,452,230	Closed	-$36.7M	–	24
2019 Q2	$36.7M	Buy	+1,452,230	New	+$34.8M	0.64%	17

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Edgar Wachenheim's KKR Position: Q3 2019 in Review

Edgar Wachenheim sold out of KKR & Co (KKR) in Q3 2019, closing a stake of 1,452,230 shares — an estimated $36.7M sold.

Edgar Wachenheim first reported a position in KKR in Q2 2019 and held it in 1 quarter. The position peaked at $36.7M in Q2 2019. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

Edgar Wachenheim reported no remaining KKR & Co position as of Q3 2019 after selling out during the quarter.
Edgar Wachenheim sold 1,452,230 KKR & Co shares in Q3 2019, an estimated $36.7M.
Edgar Wachenheim first reported a position in KKR & Co in Q2 2019 and held it in 1 quarter.
Edgar Wachenheim's KKR & Co position peaked at $36.7M in Q2 2019.
460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on Greenhaven Associates's 13F filing for Q3 2019, filed 8 Nov 2019.