Ground Swell Capital’s Kestrel Group KG Stock Holding History

Ground Swell Capital’s Portfolio KG Stock Details KG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-554	Closed	-$23.2K	–	79
2023 Q1	$23.2K	Buy	+554	New	+$25.7K	0.04%	40

Other funds holding KG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM

Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Ground Swell Capital's KG Position: Q2 2023 in Review

Ground Swell Capital sold out of Kestrel Group (KG) in Q2 2023, closing a stake of 554 shares — an estimated $23.2K sold.

Ground Swell Capital first reported a position in KG in Q1 2023 and held it in 1 quarter. The position peaked at $23.2K in Q1 2023. 60 funds tracked by Wall St. Rank hold KG as of Q2 2023.

Ground Swell Capital reported no remaining Kestrel Group position as of Q2 2023 after selling out during the quarter.
Ground Swell Capital sold 554 Kestrel Group shares in Q2 2023, an estimated $23.2K.
Ground Swell Capital first reported a position in Kestrel Group in Q1 2023 and held it in 1 quarter.
Ground Swell Capital's Kestrel Group position peaked at $23.2K in Q1 2023.
60 funds tracked by Wall St. Rank held Kestrel Group as of Q2 2023.

Based on Ground Swell Capital's 13F filing for Q2 2023, filed 10 Aug 2023.