JIR
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James Investment Research’s KKR & Co KKR Stock Holding History

James Investment Research’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
-9,800
Closed -$248K – 608
2019
Q2 		$248K Sell
9,800
-20,085
-67% -$481K 0.02% 310
2019
Q1 		$702K Buy
+29,885
New +$681K 0.05% 311

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

James Investment Research's KKR Position: Q3 2019 in Review

James Investment Research sold out of KKR & Co (KKR) in Q3 2019, closing a stake of 9,800 shares — an estimated $248K sold.

James Investment Research first reported a position in KKR in Q1 2019 and held it in 2 quarters. The position peaked at $702K in Q1 2019. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

  • James Investment Research reported no remaining KKR & Co position as of Q3 2019 after selling out during the quarter.
  • James Investment Research sold 9,800 KKR & Co shares in Q3 2019, an estimated $248K.
  • James Investment Research first reported a position in KKR & Co in Q1 2019 and held it in 2 quarters.
  • James Investment Research's KKR & Co position peaked at $702K in Q1 2019.
  • 460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.