Fulcrum Equity Management’s FS KKR Capital FSK Stock Holding History

Fulcrum Equity 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 Q4	–	Sell	-18,757	Closed	-$413K	–	188
2021 Q3	$413K	Hold	18,757	–	–	0.16%	97
2021 Q2	$403K	Buy	+18,757	New	+$402K	0.15%	114
2019 Q4	–	Sell	-1,817	Closed	-$42K	–	132
2019 Q3	$42K	Buy	+1,817	New	+$42.6K	0.02%	106

Other funds holding FSK

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BDCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fulcrum Equity Management's FSK Position: Q4 2021 in Review

Fulcrum Equity Management sold out of FS KKR Capital (FSK) in Q4 2021, closing a stake of 18,757 shares — an estimated $413K sold.

Fulcrum Equity Management first reported a position in FSK in Q3 2019 and held it in 3 quarters. The position peaked at $413K in Q3 2021. 401 funds tracked by Wall St. Rank hold FSK as of Q4 2021.

Fulcrum Equity Management reported no remaining FS KKR Capital position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 18,757 FS KKR Capital shares in Q4 2021, an estimated $413K.
Fulcrum Equity Management first reported a position in FS KKR Capital in Q3 2019 and held it in 3 quarters.
Fulcrum Equity Management's FS KKR Capital position peaked at $413K in Q3 2021.
401 funds tracked by Wall St. Rank held FS KKR Capital as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.