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Crescent Grove Advisors’s FS KKR Capital FSK Stock Holding History

Crescent Grove Advisors’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
2024
Q4 		– Sell
-126,750
Closed -$2.58M – 285
2024
Q3 		$2.58M Buy
126,750
+112,285
+776% +$2.23M 0.26% 63
2024
Q2 		$287K Buy
+14,465
New +$284K 0.03% 217
2024
Q1 		– Sell
-50,400
Closed -$1.04M – 303
2023
Q4 		$1.04M Buy
+50,400
New +$990K 0.12% 115

Other funds holding FSK

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Crescent Grove Advisors's FSK Position: Q4 2024 in Review

Crescent Grove Advisors sold out of FS KKR Capital (FSK) in Q4 2024, closing a stake of 126,750 shares — an estimated $2.58M sold.

Crescent Grove Advisors first reported a position in FSK in Q4 2023 and held it in 3 quarters. The position peaked at $2.58M in Q3 2024. 539 funds tracked by Wall St. Rank hold FSK as of Q4 2024.

  • Crescent Grove Advisors reported no remaining FS KKR Capital position as of Q4 2024 after selling out during the quarter.
  • Crescent Grove Advisors sold 126,750 FS KKR Capital shares in Q4 2024, an estimated $2.58M.
  • Crescent Grove Advisors first reported a position in FS KKR Capital in Q4 2023 and held it in 3 quarters.
  • Crescent Grove Advisors's FS KKR Capital position peaked at $2.58M in Q3 2024.
  • 539 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2024.

Based on Crescent Grove Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.