Bank of Montreal
KNDI

Bank of Montreal’s Kandi Technologies Group KNDI Stock Holding History

Bank of Montreal’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-73,750
Closed -$467K – 4320
2021
Q1 		$467K Sell
73,750
-745
-1% -$5.71K ﹤0.01% 2681
2020
Q4 		$605K Buy
+74,495
New +$613K ﹤0.01% 2602
2020
Q1 		– Sell
-171,700
Closed -$812K – 4392
2019
Q4 		$812K Sell
171,700
-55,100
-24% -$268K ﹤0.01% 2400
2019
Q3 		$1.06M Buy
226,800
+136,200
+150% +$703K ﹤0.01% 2052
2019
Q2 		$447K Sell
90,600
-6,700
-7% -$34K ﹤0.01% 2483
2019
Q1 		$546K Buy
97,300
+28,600
+42% +$177K ﹤0.01% 2255
2018
Q4 		$249K Hold
68,700
– – ﹤0.01% 2478
2018
Q3 		$333K Sell
68,700
-11,000
-14% -$46.8K ﹤0.01% 2518
2018
Q2 		$339K Sell
79,700
-4,500
-5% -$22.7K ﹤0.01% 2517
2018
Q1 		$408K Sell
84,200
-24,500
-23% -$142K ﹤0.01% 2307
2017
Q4 		$739K Buy
108,700
+4,500
+4% +$33.6K ﹤0.01% 2093
2017
Q3 		$599K Sell
104,200
-46,000
-31% -$195K ﹤0.01% 2206
2017
Q2 		$668K Sell
150,200
-58,500
-28% -$241K ﹤0.01% 2158
2017
Q1 		$793K Sell
208,700
-44,500
-18% -$190K ﹤0.01% 1936
2016
Q4 		$1.32M Buy
+253,200
New +$1.26M ﹤0.01% 1781
2016
Q1 		– Sell
-1,100
Closed -$12K – 4303
2015
Q4 		$12K Buy
1,100
+100
+10% +$943 ﹤0.01% 3565
2015
Q3 		$5K Buy
+1,000
New +$6.89K ﹤0.01% 3640
2014
Q4 		– Sell
-1,465
Closed -$19K – 4097
2014
Q3 		$19K Sell
1,465
-5,000
-77% -$84.8K ﹤0.01% 3473
2014
Q2 		$92K Hold
6,465
– – ﹤0.01% 2897
2014
Q1 		$106K Buy
6,465
+1,465
+29% +$22K ﹤0.01% 2774
2013
Q4 		$59K Sell
5,000
-10,000
-67% -$74.5K ﹤0.01% 2789
2013
Q3 		$117K Buy
+15,000
New +$78.8K ﹤0.01% 2443

Other funds holding KNDI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PEAK6 Investments Chicago, Illinois $44.8B AUM 19.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Bank of Montreal's KNDI Position: Q2 2021 in Review

Bank of Montreal sold out of Kandi Technologies Group (KNDI) in Q2 2021, closing a stake of 73,750 shares — an estimated $467K sold.

Bank of Montreal first reported a position in KNDI in Q3 2013 and held it in 22 quarters. The position peaked at $1.32M in Q4 2016. 72 funds tracked by Wall St. Rank hold KNDI as of Q2 2021.

  • Bank of Montreal reported no remaining Kandi Technologies Group position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 73,750 Kandi Technologies Group shares in Q2 2021, an estimated $467K.
  • Bank of Montreal first reported a position in Kandi Technologies Group in Q3 2013 and held it in 22 quarters.
  • Bank of Montreal's Kandi Technologies Group position peaked at $1.32M in Q4 2016.
  • 72 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.