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Jeppson Wealth Management’s Kandi Technologies Group KNDI Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-600
Closed -$4K – 295
2020
Q3 		$4K Buy
+600
New +$3.83K ﹤0.01% 458

Other funds holding KNDI

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Citigroup
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
Natixis
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Jeppson Wealth Management's KNDI Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Kandi Technologies Group (KNDI) in Q4 2020, closing a stake of 600 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in KNDI in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 82 funds tracked by Wall St. Rank hold KNDI as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Kandi Technologies Group position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 600 Kandi Technologies Group shares in Q4 2020, an estimated $4K.
  • Jeppson Wealth Management first reported a position in Kandi Technologies Group in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Kandi Technologies Group position peaked at $4K in Q3 2020.
  • 82 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.