Salzhauer Michael’s KKR & Co KKR Stock Holding History

Salzhauer Michael’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 Q4	–	Sell	-23,000	Closed	-$627K	–	157
2018 Q3	$627K	Hold	23,000	–	–	0.24%	75
2018 Q2	$572K	Hold	23,000	–	–	0.21%	88
2018 Q1	$467K	Hold	23,000	–	–	0.17%	97
2017 Q4	$484K	Hold	23,000	–	–	0.19%	88
2017 Q3	$468K	Hold	23,000	–	–	0.2%	88
2017 Q2	$428K	Hold	23,000	–	–	0.19%	89
2017 Q1	$419K	Hold	23,000	–	–	0.2%	90
2016 Q4	$354K	Hold	23,000	–	–	0.17%	97
2016 Q3	$328K	Hold	23,000	–	–	0.24%	87
2016 Q2	$284K	Hold	23,000	–	–	0.23%	84
2016 Q1	$338K	Hold	23,000	–	–	0.28%	75
2015 Q4	$359K	Hold	23,000	–	–	0.27%	83
2015 Q3	$386K	Hold	23,000	–	–	0.32%	71
2015 Q2	$526K	Buy	+23,000	New	+$528K	0.4%	66

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ACM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Salzhauer Michael's KKR Position: Q4 2018 in Review

Salzhauer Michael sold out of KKR & Co (KKR) in Q4 2018, closing a stake of 23,000 shares — an estimated $627K sold.

Salzhauer Michael first reported a position in KKR in Q2 2015 and held it in 14 quarters. The position peaked at $627K in Q3 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

Salzhauer Michael reported no remaining KKR & Co position as of Q4 2018 after selling out during the quarter.
Salzhauer Michael sold 23,000 KKR & Co shares in Q4 2018, an estimated $627K.
Salzhauer Michael first reported a position in KKR & Co in Q2 2015 and held it in 14 quarters.
Salzhauer Michael's KKR & Co position peaked at $627K in Q3 2018.
366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Salzhauer Michael's 13F filing for Q4 2018, filed 13 Feb 2019.