JT
KKR icon

Josh Tarasoff’s KKR & Co KKR Stock Holding History

Josh Tarasoff’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
2020
Q1 		– Sell
-686,455
Closed -$20M – 10
2019
Q4 		$20M Sell
686,455
-71,445
-9% -$2.03M 9.96% 5
2019
Q3 		$20.3M Sell
757,900
-143,760
-16% -$3.79M 11.84% 4
2019
Q2 		$22.8M Buy
901,660
+129,400
+17% +$3.1M 12.53% 4
2019
Q1 		$18.1M Buy
772,260
+63,000
+9% +$1.43M 10.79% 5
2018
Q4 		$13.9M Buy
+709,260
New +$16.2M 13.55% 3

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Josh Tarasoff's KKR Position: Q1 2020 in Review

Josh Tarasoff sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 686,455 shares — an estimated $20M sold.

Josh Tarasoff first reported a position in KKR in Q4 2018 and held it in 5 quarters. The position peaked at $22.8M in Q2 2019. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Josh Tarasoff reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Josh Tarasoff sold 686,455 KKR & Co shares in Q1 2020, an estimated $20M.
  • Josh Tarasoff first reported a position in KKR & Co in Q4 2018 and held it in 5 quarters.
  • Josh Tarasoff's KKR & Co position peaked at $22.8M in Q2 2019.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Greenlea Lane Capital Management's 13F filing for Q1 2020, filed 15 May 2020.