ZDA
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Zweig-DiMenna Associates’s KKR & Co KKR Stock Holding History

Zweig-DiMenna Associates’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
Q1 		– Sell
-850,000
Closed -$16.7M – 120
2018
Q4 		$16.7M Hold
850,000
– – 1.65% 17
2018
Q3 		$23.2M Sell
850,000
-1,600,000
-65% -$42.7M 1.92% 11
2018
Q2 		$60.9M Buy
2,450,000
+864,000
+54% +$19.2M 3.74% 2
2018
Q1 		$32.2M Buy
+1,586,000
New +$35.2M 2.85% 5

Other funds holding KKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Zweig-DiMenna Associates's KKR Position: Q1 2020 in Review

Zweig-DiMenna Associates sold out of KKR & Co (KKR) in Q1 2020, closing a stake of 317,798 shares — an estimated $9.27M sold.

Zweig-DiMenna Associates first reported a position in KKR in Q2 2013 and held it in 11 quarters. The position peaked at $17.7M in Q2 2013. 479 funds tracked by Wall St. Rank hold KKR as of Q1 2020.

  • Zweig-DiMenna Associates reported no remaining KKR & Co position as of Q1 2020 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 317,798 KKR & Co shares in Q1 2020, an estimated $9.27M.
  • Zweig-DiMenna Associates first reported a position in KKR & Co in Q2 2013 and held it in 11 quarters.
  • Zweig-DiMenna Associates's KKR & Co position peaked at $17.7M in Q2 2013.
  • 479 funds tracked by Wall St. Rank held KKR & Co as of Q1 2020.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2020, filed 29 Apr 2020.