Summit X LLC’s KKR & Co KKR Stock Holding History

Summit X LLC’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
2017 Q3	–	Sell	-23,794	Closed	-$443K	–	187
2017 Q2	$443K	Buy	+23,794	New	+$436K	0.32%	97

Other funds holding KKR

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit X LLC's KKR Position: Q3 2017 in Review

Summit X LLC sold out of KKR & Co (KKR) in Q3 2017, closing a stake of 23,794 shares — an estimated $443K sold.

Summit X LLC first reported a position in KKR in Q2 2017 and held it in 1 quarter. The position peaked at $443K in Q2 2017. 317 funds tracked by Wall St. Rank hold KKR as of Q3 2017.

Summit X LLC reported no remaining KKR & Co position as of Q3 2017 after selling out during the quarter.
Summit X LLC sold 23,794 KKR & Co shares in Q3 2017, an estimated $443K.
Summit X LLC first reported a position in KKR & Co in Q2 2017 and held it in 1 quarter.
Summit X LLC's KKR & Co position peaked at $443K in Q2 2017.
317 funds tracked by Wall St. Rank held KKR & Co as of Q3 2017.

Based on Summit X LLC's 13F filing for Q3 2017, filed 17 Oct 2017.