KCM
LWAY icon

Kennedy Capital Management’s Lifeway Foods LWAY Stock Holding History

Kennedy Capital Management’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-30,541
Closed -$328K – 730
2017
Q1 		$328K Buy
30,541
+14,068
+85% +$154K 0.01% 704
2016
Q4 		$190K Buy
+16,473
New +$232K ﹤0.01% 706

Other funds holding LWAY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Kennedy Capital Management's LWAY Position: Q2 2017 in Review

Kennedy Capital Management sold out of Lifeway Foods (LWAY) in Q2 2017, closing a stake of 30,541 shares — an estimated $328K sold.

Kennedy Capital Management first reported a position in LWAY in Q4 2016 and held it in 2 quarters. The position peaked at $328K in Q1 2017. 46 funds tracked by Wall St. Rank hold LWAY as of Q2 2017.

  • Kennedy Capital Management reported no remaining Lifeway Foods position as of Q2 2017 after selling out during the quarter.
  • Kennedy Capital Management sold 30,541 Lifeway Foods shares in Q2 2017, an estimated $328K.
  • Kennedy Capital Management first reported a position in Lifeway Foods in Q4 2016 and held it in 2 quarters.
  • Kennedy Capital Management's Lifeway Foods position peaked at $328K in Q1 2017.
  • 46 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2017.

Based on Kennedy Capital Management's 13F filing for Q2 2017, filed 10 Aug 2017.