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Kennedy Capital Management’s SB Financial Group SBFG Stock Holding History

Kennedy Capital Management’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-46,650
Closed -$494K – 709
2020
Q1 		$494K Buy
46,650
+1,011
+2% +$16.8K 0.02% 615
2019
Q4 		$856K Buy
45,639
+22,327
+96% +$378K 0.02% 627
2019
Q3 		$371K Buy
23,312
+5,663
+32% +$88.1K 0.01% 655
2019
Q2 		$277K Buy
+17,649
New +$297K 0.01% 675

Other funds holding SBFG

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

Kennedy Capital Management's SBFG Position: Q2 2020 in Review

Kennedy Capital Management sold out of SB Financial Group (SBFG) in Q2 2020, closing a stake of 46,650 shares — an estimated $494K sold.

Kennedy Capital Management first reported a position in SBFG in Q2 2019 and held it in 4 quarters. The position peaked at $856K in Q4 2019. 52 funds tracked by Wall St. Rank hold SBFG as of Q2 2020.

  • Kennedy Capital Management reported no remaining SB Financial Group position as of Q2 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 46,650 SB Financial Group shares in Q2 2020, an estimated $494K.
  • Kennedy Capital Management first reported a position in SB Financial Group in Q2 2019 and held it in 4 quarters.
  • Kennedy Capital Management's SB Financial Group position peaked at $856K in Q4 2019.
  • 52 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2020.

Based on Kennedy Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.