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%	804

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sugarloaf Wealth Management's KRP Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Kimbell Royalty Partners (KRP) in Q1 2024, closing a stake of 806 shares — an estimated $12.1K sold.

Sugarloaf Wealth Management first reported a position in KRP in Q2 2022 and held it in 7 quarters. The position peaked at $12.8K in Q3 2023. 138 funds tracked by Wall St. Rank hold KRP as of Q1 2024.

Sugarloaf Wealth Management reported no remaining Kimbell Royalty Partners position as of Q1 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 806 Kimbell Royalty Partners shares in Q1 2024, an estimated $12.1K.
Sugarloaf Wealth Management first reported a position in Kimbell Royalty Partners in Q2 2022 and held it in 7 quarters.
Sugarloaf Wealth Management's Kimbell Royalty Partners position peaked at $12.8K in Q3 2023.
138 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.