HCMT
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Highland Capital Management (Texas)’s KKR & Co KKR Stock Holding History

Highland Capital Management (Texas)’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
2018
Q4 		– Sell
-132,275
Closed -$3.61M – 298
2018
Q3 		$3.61M Buy
+132,275
New +$3.53M 0.2% 96
2017
Q4 		– Sell
-12,425
Closed -$253K – 321
2017
Q3 		$253K Hold
12,425
– – 0.01% 272
2017
Q2 		$231K Hold
12,425
– – 0.01% 270
2017
Q1 		$227K Buy
+12,425
New +$221K 0.01% 273

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Highland Capital Management (Texas)'s KKR Position: Q4 2018 in Review

Highland Capital Management (Texas) sold out of KKR & Co (KKR) in Q4 2018, closing a stake of 132,275 shares — an estimated $3.61M sold.

Highland Capital Management (Texas) first reported a position in KKR in Q1 2017 and held it in 4 quarters. The position peaked at $3.61M in Q3 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Highland Capital Management (Texas) reported no remaining KKR & Co position as of Q4 2018 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 132,275 KKR & Co shares in Q4 2018, an estimated $3.61M.
  • Highland Capital Management (Texas) first reported a position in KKR & Co in Q1 2017 and held it in 4 quarters.
  • Highland Capital Management (Texas)'s KKR & Co position peaked at $3.61M in Q3 2018.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Highland Capital Management (Texas)'s 13F filing for Q4 2018, filed 13 Feb 2019.