KCM
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Kennedy Capital Management’s Fidus Investment FDUS Stock Holding History

Kennedy Capital Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-116,867
Closed -$1.15M – 676
2020
Q3 		$1.15M Sell
116,867
-144,375
-55% -$1.39M 0.03% 533
2020
Q2 		$2.37M Sell
261,242
-249,325
-49% -$2.16M 0.07% 470
2020
Q1 		$3.38M Buy
510,567
+7,771
+2% +$100K 0.12% 319
2019
Q4 		$7.46M Buy
502,796
+14,240
+3% +$214K 0.18% 190
2019
Q3 		$7.25M Sell
488,556
-92,097
-16% -$1.42M 0.18% 186
2019
Q2 		$9.26M Sell
580,653
-73,680
-11% -$1.17M 0.22% 146
2019
Q1 		$10M Sell
654,333
-85,378
-12% -$1.23M 0.24% 119
2018
Q4 		$8.65M Buy
739,711
+29,192
+4% +$398K 0.21% 142
2018
Q3 		$10.4M Buy
710,519
+12,562
+2% +$185K 0.19% 169
2018
Q2 		$9.92M Buy
697,957
+85,501
+14% +$1.17M 0.18% 165
2018
Q1 		$7.89M Buy
612,456
+362,235
+145% +$5.04M 0.15% 223
2017
Q4 		$3.8M Buy
250,221
+222,670
+808% +$3.59M 0.07% 503
2017
Q3 		$443K Buy
+27,551
New +$452K 0.01% 715

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Kennedy Capital Management's FDUS Position: Q4 2020 in Review

Kennedy Capital Management sold out of Fidus Investment (FDUS) in Q4 2020, closing a stake of 116,867 shares — an estimated $1.15M sold.

Kennedy Capital Management first reported a position in FDUS in Q3 2017 and held it in 13 quarters. The position peaked at $10.4M in Q3 2018. 74 funds tracked by Wall St. Rank hold FDUS as of Q4 2020.

  • Kennedy Capital Management reported no remaining Fidus Investment position as of Q4 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 116,867 Fidus Investment shares in Q4 2020, an estimated $1.15M.
  • Kennedy Capital Management first reported a position in Fidus Investment in Q3 2017 and held it in 13 quarters.
  • Kennedy Capital Management's Fidus Investment position peaked at $10.4M in Q3 2018.
  • 74 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2020.

Based on Kennedy Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.