KCM
SBDS

Kennedy Capital Management’s Solo Brands Inc SBDS Stock Holding History

Kennedy Capital Management’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,992
Closed -$1.3M – 777
2024
Q1 		$1.3M Sell
14,992
-213
-1% -$24.5K 0.03% 595
2023
Q4 		$3.75M Buy
15,205
+2,198
+17% +$429K 0.08% 362
2023
Q3 		$2.65M Buy
+13,007
New +$2.84M 0.06% 409

Other funds holding SBDS

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Kennedy Capital Management's SBDS Position: Q2 2024 in Review

Kennedy Capital Management sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 14,992 shares — an estimated $1.3M sold.

Kennedy Capital Management first reported a position in SBDS in Q3 2023 and held it in 3 quarters. The position peaked at $3.75M in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Kennedy Capital Management reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 14,992 Solo Brands Inc shares in Q2 2024, an estimated $1.3M.
  • Kennedy Capital Management first reported a position in Solo Brands Inc in Q3 2023 and held it in 3 quarters.
  • Kennedy Capital Management's Solo Brands Inc position peaked at $3.75M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Kennedy Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.