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Sugarloaf Wealth Management’s Kimbell Royalty Partners KRP Stock Holding History

Sugarloaf Wealth Management’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-806
Closed -$12.1K – 702
2023
Q4 		$12.1K Buy
806
+6
+0.8% +$94 ﹤0.01% 466
2023
Q3 		$12.8K Buy
800
+422
+112% +$6.4K ﹤0.01% 436
2023
Q2 		$5.56K Buy
378
+41
+12% +$633 ﹤0.01% 537
2023
Q1 		$5.14K Buy
337
+142
+73% +$2.23K ﹤0.01% 545
2022
Q4 		$3.25K Buy
195
+161
+474% +$2.83K ﹤0.01% 628
2022
Q3 		$1K Buy
34
+8
+31% +$137 ﹤0.01% 774
2022
Q2 		$0 Buy
+26
New +$452 ﹤0.01% 810

Other funds holding KRP

EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return