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

Lyell Wealth Management’s Portfolio KKR Stock Details KKR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell
2017 Q4	$821K	Sell
2017 Q3	$913K	Sell
2017 Q2	$930K	Buy
2017 Q1	$694K	Sell
2016 Q4	$632K	Buy