KCM
LION

Kennedy Capital Management’s Fidelity Southern Corporation LION Stock Holding History

Kennedy Capital Management’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-180,633
Closed -$4.48M – 773
2018
Q3 		$4.48M Buy
+180,633
New +$4.47M 0.08% 434
2017
Q3 		– Sell
-108,175
Closed -$2.47M – 774
2017
Q2 		$2.47M Sell
108,175
-2,714
-2% -$60K 0.05% 557
2017
Q1 		$2.48M Sell
110,889
-131,201
-54% -$3.05M 0.04% 566
2016
Q4 		$5.73M Sell
242,090
-1,387
-0.6% -$29.4K 0.1% 358
2016
Q3 		$4.48M Sell
243,477
-14,087
-5% -$245K 0.09% 397
2016
Q2 		$4.04M Sell
257,564
-12,667
-5% -$203K 0.08% 409
2016
Q1 		$4.33M Buy
270,231
+37,775
+16% +$618K 0.09% 393
2015
Q4 		$5.19M Sell
232,456
-4,469
-2% -$96.6K 0.11% 352
2015
Q3 		$5.01M Buy
236,925
+2,224
+0.9% +$42.9K 0.1% 353
2015
Q2 		$4.09M Sell
234,701
-9,877
-4% -$163K 0.07% 447
2015
Q1 		$4.13M Buy
244,578
+21,008
+9% +$336K 0.07% 448
2014
Q4 		$3.6M Sell
223,570
-4,527
-2% -$68.6K 0.07% 474
2014
Q3 		$3.13M Buy
228,097
+41,661
+22% +$575K 0.06% 489
2014
Q2 		$2.42M Buy
186,436
+68,986
+59% +$931K 0.05% 515
2014
Q1 		$1.64M Buy
+117,450
New +$1.69M 0.03% 576

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kennedy Capital Management's LION Position: Q4 2018 in Review

Kennedy Capital Management sold out of Fidelity Southern Corporation (LION) in Q4 2018, closing a stake of 180,633 shares — an estimated $4.48M sold.

Kennedy Capital Management first reported a position in LION in Q1 2014 and held it in 15 quarters. The position peaked at $5.73M in Q4 2016. 118 funds tracked by Wall St. Rank hold LION as of Q4 2018.

  • Kennedy Capital Management reported no remaining Fidelity Southern Corporation position as of Q4 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 180,633 Fidelity Southern Corporation shares in Q4 2018, an estimated $4.48M.
  • Kennedy Capital Management first reported a position in Fidelity Southern Corporation in Q1 2014 and held it in 15 quarters.
  • Kennedy Capital Management's Fidelity Southern Corporation position peaked at $5.73M in Q4 2016.
  • 118 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q4 2018.

Based on Kennedy Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.