KCM
OHAI

Kennedy Capital Management’s OHA Investment Corporation OHAI Stock Holding History

Kennedy Capital Management’s Portfolio OHAI Stock Details OHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-290,666
Closed -$349K – 762
2019
Q1 		$349K Buy
290,666
+36,821
+15% +$44K 0.01% 668
2018
Q4 		$256K Hold
253,845
– – 0.01% 682
2018
Q3 		$387K Buy
253,845
+71,586
+39% +$109K 0.01% 691
2018
Q2 		$278K Hold
182,259
– – 0.01% 715
2018
Q1 		$255K Buy
182,259
+16,365
+10% +$20.2K 0.01% 716
2017
Q4 		$191K Buy
+165,894
New +$196K ﹤0.01% 735

Other funds holding OHAI

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
SC
Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
TP
Truvvo Partners New York $5.22M AUM 13.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AWM
Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Kennedy Capital Management's OHAI Position: Q2 2019 in Review

Kennedy Capital Management sold out of OHA Investment Corporation (OHAI) in Q2 2019, closing a stake of 290,666 shares — an estimated $349K sold.

Kennedy Capital Management first reported a position in OHAI in Q4 2017 and held it in 6 quarters. The position peaked at $387K in Q3 2018. 28 funds tracked by Wall St. Rank hold OHAI as of Q2 2019.

  • Kennedy Capital Management reported no remaining OHA Investment Corporation position as of Q2 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 290,666 OHA Investment Corporation shares in Q2 2019, an estimated $349K.
  • Kennedy Capital Management first reported a position in OHA Investment Corporation in Q4 2017 and held it in 6 quarters.
  • Kennedy Capital Management's OHA Investment Corporation position peaked at $387K in Q3 2018.
  • 28 funds tracked by Wall St. Rank held OHA Investment Corporation as of Q2 2019.

Based on Kennedy Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.