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H2O AM’s KKR & Co KKR Stock Holding History

H2O AM’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
Q1 		– Sell
-141,500
Closed -$2.78M – 77
2018
Q4 		$2.78M Buy
+141,500
New +$3.24M 0.31% 51

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
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
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

H2O AM's KKR Position: Q1 2019 in Review

H2O AM sold out of KKR & Co (KKR) in Q1 2019, closing a stake of 141,500 shares — an estimated $2.78M sold.

H2O AM first reported a position in KKR in Q4 2018 and held it in 1 quarter. The position peaked at $2.78M in Q4 2018. 415 funds tracked by Wall St. Rank hold KKR as of Q1 2019.

  • H2O AM reported no remaining KKR & Co position as of Q1 2019 after selling out during the quarter.
  • H2O AM sold 141,500 KKR & Co shares in Q1 2019, an estimated $2.78M.
  • H2O AM first reported a position in KKR & Co in Q4 2018 and held it in 1 quarter.
  • H2O AM's KKR & Co position peaked at $2.78M in Q4 2018.
  • 415 funds tracked by Wall St. Rank held KKR & Co as of Q1 2019.

Based on H2O AM's 13F filing for Q1 2019, filed 15 May 2019.