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Kula Investments’s FS KKR Capital FSK Stock Holding History

Kula Investments’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
Q1 		$280K Buy
+15,147
New +$287K 0.07% 472

Other funds holding FSK

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Kula Investments's FSK Position: Q1 2023 in Review

Kula Investments opened a new position in FS KKR Capital (FSK) in Q1 2023: 15,147 shares worth $280K. The stake represents 0.07% of the portfolio and ranks #472 among its holdings.

424 funds tracked by Wall St. Rank hold FSK as of Q1 2023.

  • Kula Investments held 15,147 shares of FS KKR Capital worth $280K as of Q1 2023.
  • FS KKR Capital was a new Kula Investments position in Q1 2023.
  • FS KKR Capital made up 0.07% of Kula Investments's portfolio in Q1 2023, its #472 holding.
  • 424 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.