FIM
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Freedom Investment Management’s FS KKR Capital FSK Stock Holding History

Freedom Investment 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
2023
Q4 		– Sell
-14,182
Closed -$279K – 764
2023
Q3 		$279K Sell
14,182
-1,323
-9% -$26.5K 0.03% 532
2023
Q2 		$297K Buy
+15,505
New +$293K 0.03% 545
2023
Q1 		– Sell
-22,137
Closed -$387K – 729
2022
Q4 		$387K Buy
+22,137
New +$412K 0.04% 503
2014
Q3 		– Sell
-3,081
Closed -$131K – 506
2014
Q2 		$131K Buy
+3,081
New +$127K 0.02% 476

Other funds holding FSK

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Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Freedom Investment Management's FSK Position: Q4 2023 in Review

Freedom Investment Management sold out of FS KKR Capital (FSK) in Q4 2023, closing a stake of 14,182 shares — an estimated $279K sold.

Freedom Investment Management first reported a position in FSK in Q2 2014 and held it in 4 quarters. The position peaked at $387K in Q4 2022. 498 funds tracked by Wall St. Rank hold FSK as of Q4 2023.

  • Freedom Investment Management reported no remaining FS KKR Capital position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 14,182 FS KKR Capital shares in Q4 2023, an estimated $279K.
  • Freedom Investment Management first reported a position in FS KKR Capital in Q2 2014 and held it in 4 quarters.
  • Freedom Investment Management's FS KKR Capital position peaked at $387K in Q4 2022.
  • 498 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.