Kavar Capital Partners Group’s OFS Capital OFS Stock Holding History

Kavar Capital Partners Group’s Portfolio OFS Stock Details OFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,105	Closed	-$132K	–	169
2021 Q4	$132K	Sell	12,105 -1,997	-14%	-$21.9K	0.03%	166
2021 Q3	$146K	Buy	14,102 +2	+0%	+$20	0.03%	171
2021 Q2	$140K	Buy	14,100 +100	+0.7%	+$942	0.03%	148
2021 Q1	$123K	Hold	14,000	–	–	0.03%	141
2020 Q4	$100K	Sell	14,000 -3,750	-21%	-$21.6K	0.03%	151
2020 Q3	$84K	Hold	17,750	–	–	0.03%	143
2020 Q2	$80K	Hold	17,750	–	–	0.03%	121
2020 Q1	$72K	Buy	17,750 +6,250	+54%	+$60.7K	0.03%	116
2019 Q4	$128K	Buy	+11,500	New	+$133K	0.05%	129

Other funds holding OFS

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kavar Capital Partners Group's OFS Position: Q1 2022 in Review

Kavar Capital Partners Group sold out of OFS Capital (OFS) in Q1 2022, closing a stake of 12,105 shares — an estimated $132K sold.

Kavar Capital Partners Group first reported a position in OFS in Q4 2019 and held it in 9 quarters. The position peaked at $146K in Q3 2021. 35 funds tracked by Wall St. Rank hold OFS as of Q1 2022.

Kavar Capital Partners Group reported no remaining OFS Capital position as of Q1 2022 after selling out during the quarter.
Kavar Capital Partners Group sold 12,105 OFS Capital shares in Q1 2022, an estimated $132K.
Kavar Capital Partners Group first reported a position in OFS Capital in Q4 2019 and held it in 9 quarters.
Kavar Capital Partners Group's OFS Capital position peaked at $146K in Q3 2021.
35 funds tracked by Wall St. Rank held OFS Capital as of Q1 2022.

Based on Kavar Capital Partners Group's 13F filing for Q1 2022, filed 9 May 2022.