Private Ocean’s FS KKR Capital FSK Stock Holding History

Private Ocean’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
2024 Q2	$3.71K	Hold	188	–	–	﹤0.01%	476
2024 Q1	$3.58K	Hold	188	–	–	﹤0.01%	434
2023 Q4	$3.75K	Hold	188	–	–	﹤0.01%	435
2023 Q3	$3.7K	Hold	188	–	–	﹤0.01%	418
2023 Q2	$3.61K	Hold	188	–	–	﹤0.01%	458
2023 Q1	$3.48K	Hold	188	–	–	﹤0.01%	492
2022 Q4	$3.29K	Hold	188	–	–	﹤0.01%	449
2022 Q3	$3K	Hold	188	–	–	﹤0.01%	454
2022 Q2	$3K	Hold	188	–	–	﹤0.01%	411
2022 Q1	$4K	Hold	188	–	–	﹤0.01%	454
2021 Q4	$4K	Sell	188 -1,282	-87%	-$27.7K	﹤0.01%	475
2021 Q3	$32K	Hold	1,470	–	–	﹤0.01%	313
2021 Q2	$32K	Buy	1,470 +1,282	+682%	+$27.5K	﹤0.01%	307
2021 Q1	$4K	Hold	188	–	–	﹤0.01%	505
2020 Q4	$3K	Buy	+188	New	+$3.13K	﹤0.01%	449
2019 Q4	–	Sell	-311	Closed	-$8K	–	538
2019 Q3	$8K	Buy	+311	New	+$7.29K	﹤0.01%	434

Other funds holding FSK

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return