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Kennedy Capital Management’s First United FUNC Stock Holding History

Kennedy Capital Management’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26,731
Closed -$414K – 679
2020
Q4 		$414K Buy
26,731
+34
+0.1% +$489 0.01% 600
2020
Q3 		$313K Buy
26,697
+157
+0.6% +$1.79K 0.01% 617
2020
Q2 		$354K Buy
26,540
+303
+1% +$4.3K 0.01% 618
2020
Q1 		$375K Buy
26,237
+15
+0.1% +$316 0.01% 626
2019
Q4 		$632K Buy
26,222
+6,570
+33% +$156K 0.02% 646
2019
Q3 		$432K Buy
+19,652
New +$414K 0.01% 644

Other funds holding FUNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Kennedy Capital Management's FUNC Position: Q1 2021 in Review

Kennedy Capital Management sold out of First United (FUNC) in Q1 2021, closing a stake of 26,731 shares — an estimated $414K sold.

Kennedy Capital Management first reported a position in FUNC in Q3 2019 and held it in 6 quarters. The position peaked at $632K in Q4 2019. 41 funds tracked by Wall St. Rank hold FUNC as of Q1 2021.

  • Kennedy Capital Management reported no remaining First United position as of Q1 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 26,731 First United shares in Q1 2021, an estimated $414K.
  • Kennedy Capital Management first reported a position in First United in Q3 2019 and held it in 6 quarters.
  • Kennedy Capital Management's First United position peaked at $632K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held First United as of Q1 2021.

Based on Kennedy Capital Management's 13F filing for Q1 2021, filed 14 May 2021.