Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Ares Management CorpARES | +95.34% | $18.04 | $35.24 | 2019-01-04 - 2020-01-03 | Strong Buy |
Kkr & Co IncKKR | +71.01% | $61.19 | $104.64 | 2023-08-08 - 2024-05-17 | Strong Buy |
Raymond James Financial IncRJF | +70.80% | $62.93 | $107.49 | 2021-01-05 - 2022-01-04 | Strong Buy |
Kkr & Co IncKKR | +67.33% | $57.70 | $96.55 | 2023-02-09 - 2024-02-08 | Strong Buy |
Focus Financial Partners IncFOCS | +66.95% | $31.74 | $52.99 | 2022-10-03 - 2023-08-30 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Carlyle Group IncCG | 4 | Strong Buy | $48.00 | +11.50% | Maintains | 18 days ago |
Virtu Financial IncVIRT | 2 | Hold | $21.70 | -7.50% | Maintains | 24 days ago |
Invesco LtdIVZ | 21 | Hold | $16.75 | +4.69% | Maintains | a month ago |
Janus Henderson Group PLCJHG | 5 | Strong Sell | $32.00 | -6.90% | Maintains | 2 months ago |
Ameriprise Financial IncAMP | 5 | Strong Buy | $488.00 | +12.41% | Maintains | 2 months ago |
Nasdaq IncNDAQ | 4 | Strong Buy | $73.00 | +16.32% | Upgrades | 2 months ago |
Franklin Resources IncBEN | 8 | Strong Sell | $26.75 | +10.17% | Maintains | 2 months ago |
Blue Owl Capital IncOWL | 8 | Strong Buy | $20.25 | +6.58% | Maintains | 3 months ago |
Marketaxess Holdings IncMKTX | 5 | Hold | $225.00 | +4.79% | Maintains | 4 months ago |
Cme Group IncCME | 1 | Strong Sell | $195.00 | -8.51% | Downgrades | 5 months ago |
Raymond James Financial IncRJF | 5 | Hold | $116.00 | -8.24% | Downgrades | 5 months ago |
Schwab Charles CorpSCHW | 5 | Hold | $71.00 | -9.88% | Downgrades | 5 months ago |
Blackstone IncBX | 6 | Hold | $128.00 | +1.85% | Downgrades | 5 months ago |
State Street CorpSTT | 6 | Strong Buy | $92.00 | +17.93% | Upgrades | 5 months ago |
Kkr & Co IncKKR | 4 | Strong Buy | $87.00 | -16.86% | Maintains | 6 months ago |
Brookfield Asset Management LtdBAM | 1 | Strong Buy | $41.00 | +1.46% | Maintains | 6 months ago |
Blackrock IncBLK | 4 | Strong Buy | $793.00 | -2.37% | Maintains | 6 months ago |
Tpg IncTPG | 2 | Strong Buy | $43.00 | +0.26% | Reinstates | 6 months ago |
Northern Trust CorpNTRS | 6 | Hold | $76.00 | -11.12% | Maintains | 8 months ago |
Alliancebernstein Holding LPAB | 4 | Strong Buy | $36.75 | +8.57% | Upgrades | 8 months ago |
Intercontinental Exchange IncICE | 6 | Hold | $125.00 | -9.68% | Reinstates | 8 months ago |
Stepstone Group IncSTEP | 3 | Hold | $33.00 | -11.58% | Maintains | 10 months ago |
Apollo Global Management IncAPO | 1 | Strong Buy | $98.00 | -13.34% | Maintains | 10 months ago |
Hamilton Lane IncHLNE | 4 | Hold | $89.00 | -23.01% | Maintains | 10 months ago |
Price T Rowe Group IncTROW | 14 | Strong Sell | $100.00 | -14.35% | Maintains | 10 months ago |
Ares Management CorpARES | 4 | Hold | $100.00 | -31.32% | Maintains | 10 months ago |
Wisdomtree IncWT | 3 | Strong Sell | $6.25 | -33.86% | Maintains | a year ago |
Gitlab IncGTLB | 2 | Strong Buy | $65.00 | N/A | Maintains | a year ago |
Artisan Partners Asset Management IncAPAM | 5 | Strong Sell | $27.00 | N/A | Downgrades | a year ago |
Bank Of New York Mellon CorpBK | 3 | Strong Buy | $59.00 | N/A | Upgrades | a year ago |
Brookfield CorpBN | 1 | Strong Buy | $40.00 | N/A | Initiates Coverage On | a year ago |
Victory Capital Holdings IncVCTR | 2 | Strong Buy | $30.00 | N/A | Maintains | 2 years ago |
Focus Financial Partners IncFOCS | 2 | Strong Buy | $44.00 | N/A | Maintains | 2 years ago |
Cboe Global Markets IncCBOE | 4 | Hold | $126.00 | N/A | Upgrades | 2 years ago |
Stifel Financial CorpSF | 1 | Hold | $55.00 | N/A | Downgrades | 3 years ago |
Tradeweb Markets IncTW | 1 | Hold | $66.00 | N/A | Downgrades | 4 years ago |
Affiliated Managers Group IncAMG | 1 | Hold | N/A | N/A | Downgrades | 6 years ago |
Virtus Investment Partners IncVRTS | 1 | Hold | N/A | N/A | Upgrades | 6 years ago |
Oaktree Capital Group LLCOAK | 1 | Hold | N/A | N/A | Downgrades | 7 years ago |