Close

Ratings by Keefe, Bruyette & Woods (Robert Lee)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
7/25/2022 The Blackstone Group BX Downgrade Market Perform
(Outperform)
97.88
(86.35)
-11.78% Details
6/29/2022 Victory Capital Holdings, Inc. VCTR Downgrade Market Perform
(Outperform)
26.69
(25.25)
-5.4% Details
6/29/2022 Federated Hermes Inc. FHI Upgrade Outperform
(Market Perform)
32.00
(32.26)
0.81% Details
6/29/2022 T. Rowe Price TROW Downgrade Underperform
(Market Perform)
120.51
(106.11)
-11.95% Details
6/29/2022 WisdomTree Investments WETF Downgrade Market Perform
(Outperform)
5.48
(4.79)
-12.59% Details
6/29/2022 Franklin Resources BEN Downgrade Underperform
(Market Perform)
25.13
(21.91)
-12.81% Details
6/29/2022 Janus Henderson Group JHG Downgrade Underperform
(Market Perform)
25.35
(20.58)
-18.82% Details
4/13/2022 BlackRock BLK Maintain Market Perform
(N/A)
 
 
  Details
4/12/2022 Franklin Resources BEN Downgrade Market Perform
(Outperform)
26.28
(21.91)
-16.63% Details
4/12/2022 Invesco IVZ Downgrade Market Perform
(Outperform)
21.61
(14.37)
-33.5% Details
2/7/2022 TPG Inc. TPG New Coverage Market Perform
(N/A)
33.08
(28.63)
-13.45% Details
11/15/2021 P10 Inc PX New Coverage Outperform
(N/A)
12.65
(10.64)
-15.89% Details
11/2/2021 Franklin Resources BEN Upgrade Outperform
(Market Perform)
31.49
(21.91)
-30.42% Details
10/29/2021 Brightsphere Investment BSIG Downgrade Market Perform
(Outperform)
26.76
(17.04)
-36.32% Details
8/2/2021 WisdomTree Investments WETF Upgrade Outperform
(Market Perform)
6.22
(4.79)
-22.99% Details
7/12/2021 Artisan Partners Asset Management APAM Downgrade Market Perform
(Outperform)
49.66
(26.70)
-46.23% Details
5/10/2021 Victory Capital Holdings, Inc. VCTR Upgrade Outperform
(Market Perform)
28.25
(25.25)
-10.62% Details
4/6/2021 AllianceBernstein AB Downgrade Market Perform
(Outperform)
40.94
(34.93)
-14.68% Details
2/4/2021 Artisan Partners Asset Management APAM Upgrade Outperform
(Market Perform)
50.88
(26.70)
-47.52% 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
(26.60)
-21.07% Details
1/12/2021 AllianceBernstein AB Upgrade Outperform
(Market Perform)
34.89
(34.93)
0.11% Details
11/23/2020 Franklin Resources BEN Downgrade Market Perform
(Outperform)
20.59
(21.91)
6.41% Details
10/28/2020 Invesco IVZ Upgrade Outperform
(Market Perform)
13.79
(14.37)
4.21% 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
(34.93)
5.31% Details
10/19/2020 Artisan Partners Asset Management APAM Downgrade Market Perform
(Outperform)
45.81
(26.70)
-41.72% Details
8/17/2020 Brookfield Asset Management BAM Upgrade Outperform
(Market Perform)
33.64
(40.55)
20.54% Details
7/28/2020 Brightsphere Investment BSIG Upgrade Outperform
(Market Perform)
11.98
(17.04)
42.24% Details
5/1/2020 Janus Henderson Group JHG Upgrade Market Perform
(Underperform)
16.06
(20.58)
28.14% Details
4/30/2020 Artisan Partners Asset Management APAM Upgrade Outperform
(Market Perform)
25.92
(26.70)
3.01% Details
4/24/2020 Invesco IVZ Downgrade Market Perform
(Outperform)
7.24
(14.37)
98.48% 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
(17.04)
176.18% Details
4/6/2020 Victory Capital Holdings, Inc. VCTR Downgrade Market Perform
(Outperform)
15.51
(25.25)
62.8% Details
3/30/2020 Brookfield Asset Management BAM Downgrade Market Perform
(Outperform)
43.68
(40.55)
-7.17% Details
3/30/2020 Hamilton Lane Inc. HLNE Upgrade Market Perform
(Underperform)
56.71
(60.22)
6.19% 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
(26.60)
-20.6% Details
1/31/2020 Franklin Resources BEN Upgrade Market Perform
(Underperform)
24.84
(21.91)
-11.8% Details
10/4/2019 Janus Henderson Group JHG Downgrade Underperform
(Market Perform)
21.58
(20.58)
-4.63% Details
7/11/2019 Hamilton Lane Inc. HLNE Downgrade Underperform
(Market Perform)
60.80
(60.22)
-0.95% Details
4/29/2019 Franklin Resources BEN Downgrade Underperform
(Market Perform)
35.44
(21.91)
-38.18% Details
4/15/2019 SEI Investments SEIC Downgrade Market Perform
(Outperform)
56.23
(48.87)
-13.09% Details
1/25/2019 Cohen & Steers CNS Upgrade Market Perform
(Underperform)
36.98
(60.77)
64.33% Details
1/9/2019 Brightsphere Investment BSIG Downgrade Market Perform
(Outperform)
11.46
(17.04)
48.69% 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
(25.25)
177.78% Details