Neuburgh Advisers’s KKR & Co KKR Stock Holding History

Neuburgh Advisers’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 Q3	–	Sell	-7,832	Closed	-$198K	–	931
2019 Q2	$198K	Buy	+7,832	New	+$187K	0.01%	692

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

VVP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 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

ACM

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Neuburgh Advisers's KKR Position: Q3 2019 in Review

Neuburgh Advisers sold out of KKR & Co (KKR) in Q3 2019, closing a stake of 7,832 shares — an estimated $198K sold.

Neuburgh Advisers first reported a position in KKR in Q2 2019 and held it in 1 quarter. The position peaked at $198K in Q2 2019. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

Neuburgh Advisers reported no remaining KKR & Co position as of Q3 2019 after selling out during the quarter.
Neuburgh Advisers sold 7,832 KKR & Co shares in Q3 2019, an estimated $198K.
Neuburgh Advisers first reported a position in KKR & Co in Q2 2019 and held it in 1 quarter.
Neuburgh Advisers's KKR & Co position peaked at $198K in Q2 2019.
460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.