EU
KKR icon

Emory University’s KKR & Co KKR Stock Holding History

Emory University’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
-76,943
Closed -$1.94M – 34
2019
Q2 		$1.94M Sell
76,943
-5,098
-6% -$122K 1.37% 34
2019
Q1 		$1.93M Sell
82,041
-3,900
-5% -$88.8K 1.35% 36
2018
Q4 		$1.69M Buy
85,941
+1,455
+2% +$33.3K 1.33% 34
2018
Q3 		$2.3M Sell
84,486
-15,073
-15% -$403K 1.51% 29
2018
Q2 		$2.47M Buy
99,559
+4,222
+4% +$93.8K 1.64% 22
2018
Q1 		$1.94M Buy
95,337
+1,393
+1% +$31K 1.38% 38
2017
Q4 		$1.98M Buy
+93,944
New +$1.89M 1.7% 18

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Emory University's KKR Position: Q3 2019 in Review

Emory University sold out of KKR & Co (KKR) in Q3 2019, closing a stake of 76,943 shares — an estimated $1.94M sold.

Emory University first reported a position in KKR in Q4 2017 and held it in 7 quarters. The position peaked at $2.47M in Q2 2018. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

  • Emory University reported no remaining KKR & Co position as of Q3 2019 after selling out during the quarter.
  • Emory University sold 76,943 KKR & Co shares in Q3 2019, an estimated $1.94M.
  • Emory University first reported a position in KKR & Co in Q4 2017 and held it in 7 quarters.
  • Emory University's KKR & Co position peaked at $2.47M in Q2 2018.
  • 460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on Emory University's 13F filing for Q3 2019, filed 14 Nov 2019.