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Bourgeon Capital Management’s FS KKR Capital FSK Stock Holding History

Bourgeon Capital Management’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
2021
Q3 		– Sell
-393
Closed -$8K – 286
2021
Q2 		$8K Buy
+393
New +$8.42K ﹤0.01% 240

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LSV Asset Management
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BlackRock
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Bourgeon Capital Management's FSK Position: Q3 2021 in Review

Bourgeon Capital Management sold out of FS KKR Capital (FSK) in Q3 2021, closing a stake of 393 shares — an estimated $8K sold.

Bourgeon Capital Management first reported a position in FSK in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 392 funds tracked by Wall St. Rank hold FSK as of Q3 2021.

  • Bourgeon Capital Management reported no remaining FS KKR Capital position as of Q3 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 393 FS KKR Capital shares in Q3 2021, an estimated $8K.
  • Bourgeon Capital Management first reported a position in FS KKR Capital in Q2 2021 and held it in 1 quarter.
  • Bourgeon Capital Management's FS KKR Capital position peaked at $8K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2021.

Based on Bourgeon Capital Management's 13F filing for Q3 2021, filed 9 Nov 2021.