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Pension Partners’s KKR & Co KKR Stock Holding History

Pension Partners’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 		$243K Buy
9,038
+523
+6% +$13.8K 0.33% 13
2019
Q2 		$215K Buy
+8,515
New +$204K 0.26% 17

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $3.29B AUM 6.08% 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 $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Pension Partners's KKR Position: Q3 2019 in Review

Pension Partners increased its KKR & Co (KKR) stake by 6.1% in Q3 2019, buying an estimated $13.8K and bringing the position to 9,038 shares worth $243K. The position accounts for 0.33% of the portfolio, ranked #13.

Pension Partners first reported a position in KKR in Q2 2019 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold KKR as of Q3 2019.

  • Pension Partners held 9,038 shares of KKR & Co worth $243K as of Q3 2019.
  • Pension Partners bought 523 KKR & Co shares in Q3 2019, an estimated $13.8K.
  • KKR & Co made up 0.33% of Pension Partners's portfolio in Q3 2019, its #13 holding.
  • Pension Partners first reported a position in KKR & Co in Q2 2019 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held KKR & Co as of Q3 2019.

Based on Pension Partners's 13F filing for Q3 2019, filed 7 Nov 2019.