Lee Financial’s KKR & Co KKR Stock Holding History

Lee Financial’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 Q2	–	Sell	-6,900	Closed	-$140K	–	808
2018 Q1	$140K	Buy	+6,900	New	+$153K	0.04%	183

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lee Financial's KKR Position: Q2 2018 in Review

Lee Financial sold out of KKR & Co (KKR) in Q2 2018, closing a stake of 6,900 shares — an estimated $140K sold.

Lee Financial first reported a position in KKR in Q1 2018 and held it in 1 quarter. The position peaked at $140K in Q1 2018. 292 funds tracked by Wall St. Rank hold KKR as of Q2 2018.

Lee Financial reported no remaining KKR & Co position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 6,900 KKR & Co shares in Q2 2018, an estimated $140K.
Lee Financial first reported a position in KKR & Co in Q1 2018 and held it in 1 quarter.
Lee Financial's KKR & Co position peaked at $140K in Q1 2018.
292 funds tracked by Wall St. Rank held KKR & Co as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.