Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Factset FDS Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-573
Closed -$226K – 622
2021
Q3 		$226K Buy
+573
New +$208K ﹤0.01% 576

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Luther King Capital Management (LKCM)'s FDS Position: Q4 2021 in Review

Luther King Capital Management (LKCM) sold out of Factset (FDS) in Q4 2021, closing a stake of 573 shares — an estimated $226K sold.

Luther King Capital Management (LKCM) first reported a position in FDS in Q3 2021 and held it in 1 quarter. The position peaked at $226K in Q3 2021. 694 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

  • Luther King Capital Management (LKCM) reported no remaining Factset position as of Q4 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 573 Factset shares in Q4 2021, an estimated $226K.
  • Luther King Capital Management (LKCM) first reported a position in Factset in Q3 2021 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Factset position peaked at $226K in Q3 2021.
  • 694 funds tracked by Wall St. Rank held Factset as of Q4 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2021, filed 14 Feb 2022.