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Lyell Wealth Management’s KKR & Co KKR Stock Holding History

Lyell Wealth Management’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
Q1 		– Sell
-39,000
Closed -$821K – 110
2017
Q4 		$821K Sell
39,000
-5,900
-13% -$119K 0.33% 72
2017
Q3 		$913K Sell
44,900
-5,095
-10% -$96.7K 0.39% 67
2017
Q2 		$930K Buy
49,995
+11,950
+31% +$219K 0.45% 61
2017
Q1 		$694K Sell
38,045
-3,000
-7% -$53.3K 0.38% 68
2016
Q4 		$632K Buy
+41,045
New +$619K 0.39% 67

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lyell Wealth Management's KKR Position: Q1 2018 in Review

Lyell Wealth Management sold out of KKR & Co (KKR) in Q1 2018, closing a stake of 39,000 shares — an estimated $821K sold.

Lyell Wealth Management first reported a position in KKR in Q4 2016 and held it in 5 quarters. The position peaked at $930K in Q2 2017. 338 funds tracked by Wall St. Rank hold KKR as of Q1 2018.

  • Lyell Wealth Management reported no remaining KKR & Co position as of Q1 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 39,000 KKR & Co shares in Q1 2018, an estimated $821K.
  • Lyell Wealth Management first reported a position in KKR & Co in Q4 2016 and held it in 5 quarters.
  • Lyell Wealth Management's KKR & Co position peaked at $930K in Q2 2017.
  • 338 funds tracked by Wall St. Rank held KKR & Co as of Q1 2018.

Based on Lyell Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.