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Trustees of Dartmouth College’s KKR & Co KKR Stock Holding History

Trustees of Dartmouth College’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 		$24K Buy
+1,200
New +$27.4K 0.04% 13
2018
Q3 		– Sell
-1,200
Closed -$30K – 23
2018
Q2 		$30K Hold
1,200
– – 0.04% 8
2018
Q1 		$24K Hold
1,200
– – 0.03% 9
2017
Q4 		$25K Buy
+1,200
New +$24.1K 0.02% 10

Other funds holding KKR

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $3.77B AUM 9.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Trustees of Dartmouth College's KKR Position: Q4 2018 in Review

Trustees of Dartmouth College opened a new position in KKR & Co (KKR) in Q4 2018: 1,200 shares worth $24K. The stake represents 0.04% of the portfolio and ranks #13 among its holdings. This is a return to the name: Trustees of Dartmouth College previously reported a position in KKR as recently as Q2 2018.

Trustees of Dartmouth College first reported a position in KKR in Q4 2017 and has held it in 4 quarters since. The position peaked at $30K in Q2 2018. 366 funds tracked by Wall St. Rank hold KKR as of Q4 2018.

  • Trustees of Dartmouth College held 1,200 shares of KKR & Co worth $24K as of Q4 2018.
  • KKR & Co was a new Trustees of Dartmouth College position in Q4 2018.
  • KKR & Co made up 0.04% of Trustees of Dartmouth College's portfolio in Q4 2018, its #13 holding.
  • Trustees of Dartmouth College first reported a position in KKR & Co in Q4 2017 and has held it in 4 quarters since.
  • Trustees of Dartmouth College's KKR & Co position peaked at $30K in Q2 2018.
  • 366 funds tracked by Wall St. Rank held KKR & Co as of Q4 2018.

Based on Trustees of Dartmouth College's 13F filing for Q4 2018, filed 31 Jan 2019.