GIA
KNDI

Gladstone Institutional Advisory’s Kandi Technologies Group KNDI Stock Holding History

Gladstone Institutional Advisory’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
2020
Q4 		– Sell
-13,555
Closed -$84K – 311
2020
Q3 		$84K Buy
+13,555
New +$86.5K 0.02% 262
2019
Q2 		– Sell
-14,575
Closed -$82K – 284
2019
Q1 		$82K Buy
+14,575
New +$90.3K 0.03% 209

Other funds holding KNDI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Gladstone Institutional Advisory's KNDI Position: Q4 2020 in Review

Gladstone Institutional Advisory sold out of Kandi Technologies Group (KNDI) in Q4 2020, closing a stake of 13,555 shares — an estimated $84K sold.

Gladstone Institutional Advisory first reported a position in KNDI in Q1 2019 and held it in 2 quarters. The position peaked at $84K in Q3 2020. 82 funds tracked by Wall St. Rank hold KNDI as of Q4 2020.

  • Gladstone Institutional Advisory reported no remaining Kandi Technologies Group position as of Q4 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,555 Kandi Technologies Group shares in Q4 2020, an estimated $84K.
  • Gladstone Institutional Advisory first reported a position in Kandi Technologies Group in Q1 2019 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Kandi Technologies Group position peaked at $84K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.