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Cavalier Investments’s KORU Medical Systems KRMD Stock Holding History

Cavalier Investments’s Portfolio KRMD Stock Details KRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-36,000
Closed -$323K – 73
2020
Q2 		$323K Hold
36,000
– – 0.19% 69
2020
Q1 		$270K Hold
36,000
– – 0.16% 93
2019
Q4 		$235K Buy
+36,000
New +$176K 0.1% 128

Other funds holding KRMD

HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cavalier Investments's KRMD Position: Q3 2020 in Review

Cavalier Investments sold out of KORU Medical Systems (KRMD) in Q3 2020, closing a stake of 36,000 shares — an estimated $323K sold.

Cavalier Investments first reported a position in KRMD in Q4 2019 and held it in 3 quarters. The position peaked at $323K in Q2 2020. 91 funds tracked by Wall St. Rank hold KRMD as of Q3 2020.

  • Cavalier Investments reported no remaining KORU Medical Systems position as of Q3 2020 after selling out during the quarter.
  • Cavalier Investments sold 36,000 KORU Medical Systems shares in Q3 2020, an estimated $323K.
  • Cavalier Investments first reported a position in KORU Medical Systems in Q4 2019 and held it in 3 quarters.
  • Cavalier Investments's KORU Medical Systems position peaked at $323K in Q2 2020.
  • 91 funds tracked by Wall St. Rank held KORU Medical Systems as of Q3 2020.

Based on Cavalier Investments's 13F filing for Q3 2020, filed 12 Nov 2020.