Messner & Smith Theme Value Investment Management’s KKR & Co KKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$15K Buy
2015
Q3
Sell
2015
Q2
$417K Sell
2015
Q1
$418K Buy
2014
Q4
$400K Sell
2014
Q3
$403K Buy
2014
Q2
$425K Buy
2014
Q1
$399K Hold
2013
Q4
$425K Sell
2013
Q3
$383K Buy
2013
Q2
$331K Buy