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John Armitage

Egerton Capital

John Armitage KKR & Co Inc stake

total: 222

Egerton Capital KKR trades

Total transactions:
22
New positions:
1
Sold out:
1
Added:
5
Reduced:
15
Held since:
2018 Q3
Held for:
21 quarters
Latest activity:
2023 Q4
According to 2026 Q2 report, John Armitage doesn't hold any KKR & Co Inc (KKR) shares. To date, the estimated cost basis is nearly $28.12 for "buy" trades and estimated average "sell" price is $41.59. Egerton Capital first purchased KKR in 2018 Q3, initially acquiring about 9.76M shares. Since the initial investment in KKR & Co Inc (KKR), Egerton Capital has made 21 more transactions.

When did John Armitage sell KKR & Co Inc (KKR)?

John Armitage sold off the entire KKR & Co Inc (KKR) position in 2023 Q4.

When did John Armitage buy KKR & Co Inc (KKR)?

John Armitage first invested in KKR & Co Inc (KKR) in 2018 Q3 at the reported quarter-end price of $27.27 per share.

What's the cost basis of Egerton Capital's KKR stake?

The estimated cost basis for KKR & Co Inc (KKR) stake is around $28.12 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$28.12
Weighted AVG sell price:
$41.59

John Armitage's historical trades in KKR & Co Inc

22 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q4
0.00%
0
$61.60
-100% (-1,394,577)
-1%
2023 Q3
1.00%
1,394,577
$61.60
$85,905,943
-3.95% (-57,310)
-0.04%
2023 Q2
0.84%
1,451,887
$56.00
$81,305,672
-62.31% (-2,399,841)
-1.45%
2023 Q1
2.18%
3,851,728
$52.52
$202,292,755
-12.62% (-556,114)
-0.25%
2022 Q4
1.76%
4,407,842
$46.42
$204,612,026
-7.46% (-355,217)
-0.13%
2022 Q3
1.59%
4,763,059
$43.00
$204,812,000
-30.97% (-2,136,476)
-0.62%
2022 Q2
2.16%
6,899,535
$46.29
$319,379,000
+5.97% (+388,643)
+0.12%
2022 Q1
2.01%
6,510,892
$58.47
$380,692,000
-6.93% (-485,061)
-0.13%
2021 Q4
2.43%
6,995,953
$74.50
$521,198,000
-3.08% (-222,134)
-0.08%
2021 Q3
2.09%
7,218,087
$60.88
$439,437,000
-1.44% (-105,790)
-0.03%
2021 Q2
2.16%
$59.24
+0.43% (+31,704)
2021 Q1
1.88%
$48.85
-2.76% (-207,222)
2020 Q4
1.72%
$40.49
-3.18% (-246,096)
2020 Q3
1.64%
$34.34
-0.18% (-14,050)
2020 Q2
1.78%
$30.88
+52.64% (+2,675,846)
2020 Q1
1.23%
$23.47
+34.09% (+1,292,455)
2019 Q4
0.79%
$29.17
-40.23% (-2,552,006)
2019 Q3
1.22%
$26.85
-27.89% (-2,453,886)
2019 Q2
1.63%
$25.27
-2.25% (-202,470)
2019 Q1
1.49%
$23.49
+2.67% (+234,213)
2018 Q4
1.43%
$19.63
-10.23% (-999,229)
2018 Q3
1.98%
$27.27
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.