GEM
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Global Endowment Management’s FS KKR Capital FSK Stock Holding History

Global Endowment 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
2025
Q1 		– Sell
-10,000
Closed -$217K – 146
2024
Q4 		$217K Hold
10,000
– – 0.03% 137
2024
Q3 		$197K Buy
+10,000
New +$199K 0.02% 130

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VanEck Associates
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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
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Endowment Management's FSK Position: Q1 2025 in Review

Global Endowment Management sold out of FS KKR Capital (FSK) in Q1 2025, closing a stake of 10,000 shares — an estimated $217K sold.

Global Endowment Management first reported a position in FSK in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q4 2024. 536 funds tracked by Wall St. Rank hold FSK as of Q1 2025.

  • Global Endowment Management reported no remaining FS KKR Capital position as of Q1 2025 after selling out during the quarter.
  • Global Endowment Management sold 10,000 FS KKR Capital shares in Q1 2025, an estimated $217K.
  • Global Endowment Management first reported a position in FS KKR Capital in Q3 2024 and held it in 2 quarters.
  • Global Endowment Management's FS KKR Capital position peaked at $217K in Q4 2024.
  • 536 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2025.

Based on Global Endowment Management's 13F filing for Q1 2025, filed 13 May 2025.