Blue Chip Partners’s FS KKR Capital FSK Stock Holding History

Blue Chip Partners’s Portfolio FSK Stock Details FSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,720	Closed	-$153K	–	171
2022 Q1	$153K	Sell	6,720 -2,393	-26%	-$53K	0.02%	152
2021 Q4	$191K	Buy	9,113 +902	+11%	+$19.5K	0.02%	140
2021 Q3	$181K	Buy	+8,211	New	+$181K	0.03%	137

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BDCM

Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return

Blue Chip Partners's FSK Position: Q2 2022 in Review

Blue Chip Partners sold out of FS KKR Capital (FSK) in Q2 2022, closing a stake of 6,720 shares — an estimated $153K sold.

Blue Chip Partners first reported a position in FSK in Q3 2021 and held it in 3 quarters. The position peaked at $191K in Q4 2021. 413 funds tracked by Wall St. Rank hold FSK as of Q2 2022.

Blue Chip Partners reported no remaining FS KKR Capital position as of Q2 2022 after selling out during the quarter.
Blue Chip Partners sold 6,720 FS KKR Capital shares in Q2 2022, an estimated $153K.
Blue Chip Partners first reported a position in FS KKR Capital in Q3 2021 and held it in 3 quarters.
Blue Chip Partners's FS KKR Capital position peaked at $191K in Q4 2021.
413 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2022.

Based on Blue Chip Partners's 13F filing for Q2 2022, filed 1 Aug 2022.