Kennedy Capital Management’s Southern First Bancshares SFST Stock Holding History

Kennedy Capital Management’s Portfolio SFST Stock Details SFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-17,094	Closed	-$543K	–	741
2024 Q1	$543K	Hold	17,094	–	–	0.01%	654
2023 Q4	$634K	Buy	+17,094	New	+$508K	0.01%	622
2021 Q3	–	Sell	-8,080	Closed	-$413K	–	650
2021 Q2	$413K	Buy	8,080 +9	+0.1%	+$465	0.01%	596
2021 Q1	$378K	Hold	8,071	–	–	0.01%	632
2020 Q4	$285K	Buy	+8,071	New	+$249K	0.01%	637
2020 Q3	–	Sell	-8,067	Closed	-$224K	–	673
2020 Q2	$224K	Buy	+8,067	New	+$219K	0.01%	639

Other funds holding SFST

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Kennedy Capital Management sold out of Southern First Bancshares (SFST) in Q2 2024, closing a stake of 17,094 shares — an estimated $543K sold.

Kennedy Capital Management first reported a position in SFST in Q2 2020 and held it in 6 quarters. The position peaked at $634K in Q4 2023. 95 funds tracked by Wall St. Rank hold SFST as of Q2 2024.

Kennedy Capital Management reported no remaining Southern First Bancshares position as of Q2 2024 after selling out during the quarter.
Kennedy Capital Management sold 17,094 Southern First Bancshares shares in Q2 2024, an estimated $543K.
Kennedy Capital Management first reported a position in Southern First Bancshares in Q2 2020 and held it in 6 quarters.
Kennedy Capital Management's Southern First Bancshares position peaked at $634K in Q4 2023.
95 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2024.

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