Essex Financial Services’s Kimbell Royalty Partners KRP Stock Holding History

Essex Financial Services’s Portfolio KRP Stock Details KRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-45,818	Closed	-$698K	–	493
2023 Q1	$698K	Sell	45,818 -2,430	-5%	-$38.1K	0.07%	237
2022 Q4	$805K	Buy	48,248 +8,650	+22%	+$152K	0.09%	213
2022 Q3	$672K	Sell	39,598 -1,000	-2%	-$17.1K	0.08%	216
2022 Q2	$637K	Sell	40,598 -15,884	-28%	-$276K	0.07%	237
2022 Q1	$918K	Buy	56,482 +1,179	+2%	+$18.3K	0.09%	207
2021 Q4	$754K	Sell	55,303 -618	-1%	-$8.85K	0.07%	233
2021 Q3	$790K	Sell	55,921 -12,968	-19%	-$155K	0.09%	215
2021 Q2	$885K	Buy	+68,889	New	+$821K	0.13%	171

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Essex Financial Services's KRP Position: Q2 2023 in Review

Essex Financial Services sold out of Kimbell Royalty Partners (KRP) in Q2 2023, closing a stake of 45,818 shares — an estimated $698K sold.

Essex Financial Services first reported a position in KRP in Q2 2021 and held it in 8 quarters. The position peaked at $918K in Q1 2022. 145 funds tracked by Wall St. Rank hold KRP as of Q2 2023.

Essex Financial Services reported no remaining Kimbell Royalty Partners position as of Q2 2023 after selling out during the quarter.
Essex Financial Services sold 45,818 Kimbell Royalty Partners shares in Q2 2023, an estimated $698K.
Essex Financial Services first reported a position in Kimbell Royalty Partners in Q2 2021 and held it in 8 quarters.
Essex Financial Services's Kimbell Royalty Partners position peaked at $918K in Q1 2022.
145 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.