Institutional & Family Asset Management’s Kandi Technologies Group KNDI Stock Holding History

Institutional & Family Asset Management’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
2024 Q1	–	Sell	-1,000	Closed	-$2.8K	–	755
2023 Q4	$2.8K	Hold	1,000	–	–	﹤0.01%	540
2023 Q3	$3.46K	Hold	1,000	–	–	﹤0.01%	511
2023 Q2	$3.96K	Hold	1,000	–	–	﹤0.01%	509
2023 Q1	$2.76K	Hold	1,000	–	–	﹤0.01%	540
2022 Q4	$2.3K	Hold	1,000	–	–	﹤0.01%	549
2022 Q3	$2K	Hold	1,000	–	–	﹤0.01%	589
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	607
2022 Q1	$3K	Hold	1,000	–	–	﹤0.01%	616
2021 Q4	$3K	Hold	1,000	–	–	﹤0.01%	630
2021 Q3	$4K	Hold	1,000	–	–	﹤0.01%	704
2021 Q2	$6K	Hold	1,000	–	–	﹤0.01%	680
2021 Q1	$6K	Hold	1,000	–	–	﹤0.01%	658
2020 Q4	$7K	Hold	1,000	–	–	﹤0.01%	599
2020 Q3	$6K	Hold	1,000	–	–	﹤0.01%	562
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	608
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	591
2019 Q4	$5K	Hold	1,000	–	–	﹤0.01%	599
2019 Q3	$5K	Hold	1,000	–	–	﹤0.01%	565
2019 Q2	$5K	Hold	1,000	–	–	﹤0.01%	599
2019 Q1	$6K	Hold	1,000	–	–	﹤0.01%	578
2018 Q4	$4K	Hold	1,000	–	–	﹤0.01%	610
2018 Q3	$5K	Hold	1,000	–	–	﹤0.01%	615
2018 Q2	$4K	Hold	1,000	–	–	﹤0.01%	635
2018 Q1	$5K	Buy	+1,000	New	+$5.8K	﹤0.01%	594

Other funds holding KNDI

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Institutional & Family Asset Management's KNDI Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Kandi Technologies Group (KNDI) in Q1 2024, closing a stake of 1,000 shares — an estimated $2.8K sold.

Institutional & Family Asset Management first reported a position in KNDI in Q1 2018 and held it in 24 quarters. The position peaked at $7K in Q4 2020. 42 funds tracked by Wall St. Rank hold KNDI as of Q1 2024.

Institutional & Family Asset Management reported no remaining Kandi Technologies Group position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 1,000 Kandi Technologies Group shares in Q1 2024, an estimated $2.8K.
Institutional & Family Asset Management first reported a position in Kandi Technologies Group in Q1 2018 and held it in 24 quarters.
Institutional & Family Asset Management's Kandi Technologies Group position peaked at $7K in Q4 2020.
42 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.