Loeb Partners Corp’s KKR & Co KKR Stock Holding History

Loeb Partners Corp’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 Q2	–	Sell	-500	Closed	-$12K	–	69
2019 Q1	$12K	Hold	500	–	–	0.25%	75
2018 Q4	$10K	Buy	+500	New	+$11.4K	﹤0.01%	229

Other funds holding KKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

VVP

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

Loeb Partners Corp's KKR Position: Q2 2019 in Review

Loeb Partners Corp sold out of KKR & Co (KKR) in Q2 2019, closing a stake of 500 shares — an estimated $12K sold.

Loeb Partners Corp first reported a position in KKR in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 454 funds tracked by Wall St. Rank hold KKR as of Q2 2019.

Loeb Partners Corp reported no remaining KKR & Co position as of Q2 2019 after selling out during the quarter.
Loeb Partners Corp sold 500 KKR & Co shares in Q2 2019, an estimated $12K.
Loeb Partners Corp first reported a position in KKR & Co in Q4 2018 and held it in 2 quarters.
Loeb Partners Corp's KKR & Co position peaked at $12K in Q1 2019.
454 funds tracked by Wall St. Rank held KKR & Co as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.