Ratings by Keefe, Bruyette & Woods (Robert Lee)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/11/2024 | Brookfield Asset Management | BAM | Maintain | Underperform (N/A) |
|
Details | ||
| 12/14/2023 | Invesco | IVZ | Upgrade | Outperform (Market Perform) |
15.52 (27.01) |
74.03% | Details | |
| 5/26/2023 | Hamilton Lane Inc. | HLNE | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/25/2022 | The Blackstone Group | BX | Downgrade | Market Perform (Outperform) |
97.88 (122.78) |
25.44% | Details | |
| 6/29/2022 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Market Perform (Outperform) |
26.69 (87.74) |
228.74% | Details | |
| 6/29/2022 | Federated Hermes Inc. | FHI | Upgrade | Outperform (Market Perform) |
32.00 (56.60) |
76.88% | Details | |
| 6/29/2022 | T. Rowe Price | TROW | Downgrade | Underperform (Market Perform) |
120.51 (118.55) |
-1.63% | Details | |
| 6/29/2022 | WisdomTree Investments | WETF | Downgrade | Market Perform (Outperform) |
5.48 (5.25) |
-4.2% | Details | |
| 6/29/2022 | Franklin Resources | BEN | Downgrade | Underperform (Market Perform) |
25.13 (34.11) |
35.73% | Details | |
| 6/29/2022 | Janus Henderson Group | JHG | Downgrade | Underperform (Market Perform) |
25.35 (51.95) |
104.93% | Details | |
| 4/13/2022 | BlackRock | BLK | Maintain | Market Perform (N/A) |
|
Details | ||
| 4/12/2022 | Franklin Resources | BEN | Downgrade | Market Perform (Outperform) |
26.28 (34.11) |
29.79% | Details | |
| 4/12/2022 | Invesco | IVZ | Downgrade | Market Perform (Outperform) |
21.61 (27.01) |
24.99% | Details | |
| 2/7/2022 | TPG Inc. | TPG | New Coverage | Market Perform (N/A) |
33.08 (41.43) |
25.24% | Details | |
| 11/15/2021 | P10 Inc | PX | New Coverage | Outperform (N/A) |
12.65 (10.54) |
-16.68% | Details | |
| 11/2/2021 | Franklin Resources | BEN | Upgrade | Outperform (Market Perform) |
31.49 (34.11) |
8.32% | Details | |
| 10/29/2021 | Brightsphere Investment | BSIG | Downgrade | Market Perform (Outperform) |
26.76 (26.34) |
-1.57% | Details | |
| 8/2/2021 | WisdomTree Investments | WETF | Upgrade | Outperform (Market Perform) |
6.22 (5.25) |
-15.59% | Details | |
| 7/12/2021 | Artisan Partners Asset Management | APAM | Downgrade | Market Perform (Outperform) |
49.66 (35.41) |
-28.7% | Details | |
| 5/10/2021 | Victory Capital Holdings, Inc. | VCTR | Upgrade | Outperform (Market Perform) |
28.25 (87.74) |
210.58% | Details | |
| 4/6/2021 | AllianceBernstein | AB | Downgrade | Market Perform (Outperform) |
40.94 (36.31) |
-11.31% | Details | |
| 2/4/2021 | Artisan Partners Asset Management | APAM | Upgrade | Outperform (Market Perform) |
50.88 (35.41) |
-30.4% | Details | |
| 1/25/2021 | SEI Investments | SEIC | Maintain | Market Perform (N/A) |
|
Details | ||
| 1/19/2021 | The Carlyle Group LP | CG | Upgrade | Outperform (Market Perform) |
33.70 (42.83) |
27.09% | Details | |
| 1/12/2021 | AllianceBernstein | AB | Upgrade | Outperform (Market Perform) |
34.89 (36.31) |
4.07% | Details | |
| 11/23/2020 | Franklin Resources | BEN | Downgrade | Market Perform (Outperform) |
20.59 (34.11) |
65.66% | Details | |
| 10/28/2020 | Invesco | IVZ | Upgrade | Outperform (Market Perform) |
13.79 (27.01) |
95.87% | Details | |
| 10/19/2020 | Franklin Resources | BEN | Upgrade | Outperform (Market Perform) |
23.62 (20.59) |
-12.83% | Details | |
| 10/19/2020 | AllianceBernstein | AB | Downgrade | Market Perform (Outperform) |
33.17 (36.31) |
9.47% | Details | |
| 10/19/2020 | Artisan Partners Asset Management | APAM | Downgrade | Market Perform (Outperform) |
45.81 (35.41) |
-22.7% | Details | |
| 8/17/2020 | Brookfield Asset Management | BAM | Upgrade | Outperform (Market Perform) |
33.64 (45.87) |
36.36% | Details | |
| 7/28/2020 | Brightsphere Investment | BSIG | Upgrade | Outperform (Market Perform) |
11.98 (26.34) |
119.87% | Details | |
| 5/1/2020 | Janus Henderson Group | JHG | Upgrade | Market Perform (Underperform) |
16.06 (51.95) |
223.47% | Details | |
| 4/30/2020 | Artisan Partners Asset Management | APAM | Upgrade | Outperform (Market Perform) |
25.92 (35.41) |
36.61% | Details | |
| 4/24/2020 | Invesco | IVZ | Downgrade | Market Perform (Outperform) |
7.24 (27.01) |
273.07% | Details | |
| 4/24/2020 | Invesco | IVZ | Downgrade | Market Perform (Outperform) |
9.18 (7.24) |
-21.13% | Details | |
| 4/6/2020 | Brightsphere Investment | BSIG | Downgrade | Market Perform (Outperform) |
6.17 (26.34) |
326.9% | Details | |
| 4/6/2020 | Victory Capital Holdings, Inc. | VCTR | Downgrade | Market Perform (Outperform) |
15.51 (87.74) |
465.7% | Details | |
| 3/30/2020 | Brookfield Asset Management | BAM | Downgrade | Market Perform (Outperform) |
43.68 (45.87) |
5.01% | Details | |
| 3/30/2020 | Hamilton Lane Inc. | HLNE | Upgrade | Market Perform (Underperform) |
56.71 (118.26) |
108.53% | Details | |
| 2/19/2020 | Legg Mason | LM | Downgrade | Market Perform (Outperform) |
40.72 (49.99) |
22.77% | Details | |
| 2/6/2020 | The Carlyle Group LP | CG | Downgrade | Market Perform (Outperform) |
33.50 (42.83) |
27.85% | Details | |
| 1/31/2020 | Franklin Resources | BEN | Upgrade | Market Perform (Underperform) |
24.84 (34.11) |
37.32% | Details | |
| 10/4/2019 | Janus Henderson Group | JHG | Downgrade | Underperform (Market Perform) |
21.58 (51.95) |
140.73% | Details | |
| 7/11/2019 | Hamilton Lane Inc. | HLNE | Downgrade | Underperform (Market Perform) |
60.80 (79.76) |
31.18% | Details | |
| 4/29/2019 | Franklin Resources | BEN | Downgrade | Underperform (Market Perform) |
35.44 (34.11) |
-3.75% | Details | |
| 4/15/2019 | SEI Investments | SEIC | Downgrade | Market Perform (Outperform) |
56.23 (91.43) |
62.6% | Details | |
| 1/25/2019 | Cohen & Steers | CNS | Upgrade | Market Perform (Underperform) |
36.98 (78.57) |
112.47% | Details | |
| 1/9/2019 | Brightsphere Investment | BSIG | Downgrade | Market Perform (Outperform) |
11.46 (26.34) |
129.84% | Details | |
| 10/30/2018 | Waddell & Reed | WDR | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/24/2018 | SEI Investments | SEIC | Upgrade | Outperform (Market Perform) |
53.72 (56.23) |
4.67% | Details | |
| 9/25/2018 | Victory Capital Holdings, Inc. | VCTR | Upgrade | Outperform (Market Perform) |
9.09 (87.74) |
865.24% | Details |
