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Morgens Waterfall Vintiadis & Co’s KKR & Co KKR Stock Holding History

Morgens Waterfall Vintiadis & Co’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
Q3 		– Sell
-30,000
Closed -$746K – 63
2018
Q2 		$746K Buy
+30,000
New +$667K 0.53% 39

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $10.4B AUM 25.66% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's KKR Position: Q3 2018 in Review

Morgens Waterfall Vintiadis & Co sold out of KKR & Co (KKR) in Q3 2018, closing a stake of 30,000 shares — an estimated $746K sold.

Morgens Waterfall Vintiadis & Co first reported a position in KKR in Q2 2018 and held it in 1 quarter. The position peaked at $746K in Q2 2018. 367 funds tracked by Wall St. Rank hold KKR as of Q3 2018.

  • Morgens Waterfall Vintiadis & Co reported no remaining KKR & Co position as of Q3 2018 after selling out during the quarter.
  • Morgens Waterfall Vintiadis & Co sold 30,000 KKR & Co shares in Q3 2018, an estimated $746K.
  • Morgens Waterfall Vintiadis & Co first reported a position in KKR & Co in Q2 2018 and held it in 1 quarter.
  • Morgens Waterfall Vintiadis & Co's KKR & Co position peaked at $746K in Q2 2018.
  • 367 funds tracked by Wall St. Rank held KKR & Co as of Q3 2018.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q3 2018, filed 14 Nov 2018.