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L & S Advisors’s KKR & Co KKR Stock Holding History

L & S Advisors’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
Q4 		– Sell
-198,500
Closed -$5.33M – 324
2019
Q3 		$5.33M Buy
+198,500
New +$5.23M 0.75% 41
2014
Q3 		– Sell
-10,283
Closed -$250K – 67
2014
Q2 		$250K Buy
+10,283
New +$239K 0.1% 81

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 $5.71B AUM 7.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

L & S Advisors's KKR Position: Q4 2019 in Review

L & S Advisors sold out of KKR & Co (KKR) in Q4 2019, closing a stake of 198,500 shares — an estimated $5.33M sold.

L & S Advisors first reported a position in KKR in Q2 2014 and held it in 2 quarters. The position peaked at $5.33M in Q3 2019. 511 funds tracked by Wall St. Rank hold KKR as of Q4 2019.

  • L & S Advisors reported no remaining KKR & Co position as of Q4 2019 after selling out during the quarter.
  • L & S Advisors sold 198,500 KKR & Co shares in Q4 2019, an estimated $5.33M.
  • L & S Advisors first reported a position in KKR & Co in Q2 2014 and held it in 2 quarters.
  • L & S Advisors's KKR & Co position peaked at $5.33M in Q3 2019.
  • 511 funds tracked by Wall St. Rank held KKR & Co as of Q4 2019.

Based on L & S Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.