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Trafelet Capital Management’s KKR & Co KKR Stock Holding History

Trafelet Capital Management’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
Q4 		– Sell
-18,500
Closed -$376K – 21
2017
Q3 		$376K Buy
18,500
+5,700
+45% +$108K 0.28% 17
2017
Q2 		$238K Buy
+12,800
New +$234K 0.19% 18

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trafelet Capital Management's KKR Position: Q4 2017 in Review

Trafelet Capital Management sold out of KKR & Co (KKR) in Q4 2017, closing a stake of 18,500 shares — an estimated $376K sold.

Trafelet Capital Management first reported a position in KKR in Q2 2017 and held it in 2 quarters. The position peaked at $376K in Q3 2017. 333 funds tracked by Wall St. Rank hold KKR as of Q4 2017.

  • Trafelet Capital Management reported no remaining KKR & Co position as of Q4 2017 after selling out during the quarter.
  • Trafelet Capital Management sold 18,500 KKR & Co shares in Q4 2017, an estimated $376K.
  • Trafelet Capital Management first reported a position in KKR & Co in Q2 2017 and held it in 2 quarters.
  • Trafelet Capital Management's KKR & Co position peaked at $376K in Q3 2017.
  • 333 funds tracked by Wall St. Rank held KKR & Co as of Q4 2017.

Based on Trafelet Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.