3 months ago
KKR
AnalystsWilliam KatzWilliam Katz's Stock Forecasts
AnalystsWilliam Katz
Analyst Ranking
Top 6%
#239 out of 4166 analysts
Average Return
+8.69%
Win Rate
58%59 out of 101
Risk vs Reward
Poor
Good
William Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Lpl Financial Holdings IncLPLA | +157.38% | $53.96 | $138.88 | 2020-03-25 - 2021-03-25 | Strong Buy |
Carlyle Group IncCG | +84.05% | $26.77 | $49.27 | 2020-10-13 - 2021-10-12 | Strong Buy |
Blackstone IncBX | +80.09% | $48.43 | $87.22 | 2020-04-24 - 2021-04-23 | Strong Buy |
Brookfield CorpBN | +73.82% | $33.69 | $58.56 | 2020-10-19 - 2021-10-18 | Strong Buy |
Carlyle Group IncCG | +72.11% | $22.68 | $39.04 | 2020-04-15 - 2021-04-15 | Strong Buy |
William Katz Analyst Color
Get additional color on William Katz's coverage of popular stocks
10 months ago
LPLA
a year ago
BRDG
William Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Invesco LtdIVZ | 10 | Sell | $11.50 | -37.16% | Downgrades | 3 months ago |
Price T Rowe Group IncTROW | 13 | Sell | $70.00 | -39.81% | Initiates Coverage On | 3 months ago |
Alliancebernstein Holding LPAB | 6 | Hold | $28.00 | -26.04% | Initiates Coverage On | 3 months ago |
Schwab Charles CorpSCHW | 13 | Buy | $80.00 | +7.11% | Initiates Coverage On | 3 months ago |
Raymond James Financial IncRJF | 8 | Hold | $120.00 | +7.36% | Initiates Coverage On | 3 months ago |
Lpl Financial Holdings IncLPLA | 11 | Hold | $262.00 | +12.93% | Initiates Coverage On | 3 months ago |
Affiliated Managers Group IncAMG | 11 | Buy | $140.00 | -16.57% | Initiates Coverage On | 3 months ago |
Tpg IncTPG | 2 | Hold | $27.50 | -14.89% | Initiates Coverage On | 3 months ago |
Artisan Partners Asset Management IncAPAM | 3 | Hold | $25.00 | -30.75% | Initiates Coverage On | 3 months ago |
Sculptor Capital Management IncSCU | 2 | Hold | $9.50 | +0.96% | Initiates Coverage On | 3 months ago |
Franklin Resources IncBEN | 2 | Hold | $21.00 | -31.64% | Initiates Coverage On | 3 months ago |
Blue Owl Capital IncOWL | 1 | Hold | $9.00 | -28.63% | Initiates Coverage On | 3 months ago |
Kkr & Co IncKKR | 4 | Hold | $48.00 | -13.51% | Initiates Coverage On | 3 months ago |
Blackrock IncBLK | 9 | Hold | $540.00 | -28.87% | Initiates Coverage On | 3 months ago |
Gcm Grosvenor IncGCMG | 1 | Buy | $9.00 | +1.01% | Initiates Coverage On | 3 months ago |
Carlyle Group IncCG | 8 | Buy | $38.50 | +8.66% | Initiates Coverage On | 3 months ago |
Blackstone IncBX | 9 | Hold | $85.50 | -10.81% | Initiates Coverage On | 3 months ago |
Bridge Investment Group Holdings IncBRDG | 4 | Hold | $15.00 | +3.09% | Initiates Coverage On | 3 months ago |
Apollo Global Management IncAPO | 7 | Buy | $59.50 | -15.98% | Initiates Coverage On | 3 months ago |
Federated Hermes IncFHI | 2 | Strong Sell | $25.50 | -34.07% | Maintains | 9 months ago |
Brookfield CorpBN | 4 | Hold | $61.00 | N/A | Downgrades | a year ago |
Rmr Group IncRMR | 1 | Hold | $28.00 | N/A | Upgrades | 3 years ago |
Td Ameritrade Holding CorpAMTD1 | 6 | Hold | $39.50 | N/A | Downgrades | 3 years ago |
Legg Mason IncLM | 6 | Hold | $50.00 | N/A | Downgrades | 3 years ago |
Wisdomtree IncWT | 8 | Strong Sell | N/A | N/A | Downgrades | 4 years ago |
Eaton Vance CorpEV | 5 | Hold | $46.50 | N/A | Downgrades | 4 years ago |
Waddell & Reed Financial IncWDR | 1 | Hold | $18.00 | N/A | Maintains | 5 years ago |
©2023 WallStreetZen
Company
AboutBlogStock Investing FAQPlansPrivacy PolicyTerms of ServiceCancellation & RefundsHelp GuidesContactTwitterYouTubeWallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.
Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.
Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.