Kennedy Capital Management’s Donnelley Financial Solutions DFIN Stock Holding History

Kennedy Capital Management’s Portfolio DFIN Stock Details DFIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-148,127	Closed	-$1.55M	–	680
2019 Q4	$1.55M	Buy	+148,127	New	+$1.55M	0.04%	576
2017 Q4	–	Sell	-196,713	Closed	-$4.24M	–	747
2017 Q3	$4.24M	Sell	196,713 -134,166	-41%	-$2.91M	0.08%	463
2017 Q2	$7.6M	Buy	+330,879	New	+$7.24M	0.15%	232
2017 Q1	–	Sell	-40,000	Closed	-$919K	–	729
2016 Q4	$919K	Buy	+40,000	New	+$847K	0.02%	662

Other funds holding DFIN

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

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kennedy Capital Management's DFIN Position: Q1 2020 in Review

Kennedy Capital Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2020, closing a stake of 148,127 shares — an estimated $1.55M sold.

Kennedy Capital Management first reported a position in DFIN in Q4 2016 and held it in 4 quarters. The position peaked at $7.6M in Q2 2017. 148 funds tracked by Wall St. Rank hold DFIN as of Q1 2020.

Kennedy Capital Management reported no remaining Donnelley Financial Solutions position as of Q1 2020 after selling out during the quarter.
Kennedy Capital Management sold 148,127 Donnelley Financial Solutions shares in Q1 2020, an estimated $1.55M.
Kennedy Capital Management first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 4 quarters.
Kennedy Capital Management's Donnelley Financial Solutions position peaked at $7.6M in Q2 2017.
148 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2020.

Based on Kennedy Capital Management's 13F filing for Q1 2020, filed 15 May 2020.