Sawyer & Company’s FS KKR Capital FSK Stock Holding History

Sawyer & Company’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 Q1	–	Sell	-642	Closed	-$13K	–	176
2023 Q4	$13K	Hold	642	–	–	0.01%	157
2023 Q3	$13K	Hold	642	–	–	0.01%	161
2023 Q2	$12K	Hold	642	–	–	0.01%	147
2023 Q1	$12K	Hold	642	–	–	0.01%	153
2022 Q4	$11K	Hold	642	–	–	0.01%	163
2022 Q3	$11K	Hold	642	–	–	0.01%	158
2022 Q2	$12K	Hold	642	–	–	0.01%	157
2022 Q1	$15K	Hold	642	–	–	0.01%	155
2021 Q4	$13K	Hold	642	–	–	0.01%	159
2021 Q3	$14K	Hold	642	–	–	0.01%	160
2021 Q2	$14K	Sell	642 -34	-5%	-$728	0.01%	152
2021 Q1	$13K	Hold	676	–	–	0.01%	144
2020 Q4	$11K	Hold	676	–	–	0.01%	145
2020 Q3	$10K	Buy	+676	New	+$10.5K	0.01%	147

Other funds holding FSK

VanEck Associates

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

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 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

Cambridge Investment Research Advisors

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return