KCM
SHLM

Kennedy Capital Management’s Schulman (A.) Inc SHLM Stock Holding History

Kennedy Capital Management’s Portfolio SHLM Stock Details SHLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-201,304
Closed -$7.5M – 791
2017
Q4 		$7.5M Buy
201,304
+103,171
+105% +$3.84M 0.13% 262
2017
Q3 		$3.35M Buy
+98,133
New +$2.93M 0.06% 540
2016
Q4 		– Sell
-99,060
Closed -$2.88M – 797
2016
Q3 		$2.88M Sell
99,060
-232,949
-70% -$6.28M 0.06% 505
2016
Q2 		$8.11M Sell
332,009
-78,345
-19% -$2.01M 0.16% 217
2016
Q1 		$11.2M Sell
410,354
-1,562
-0.4% -$39.2K 0.23% 123
2015
Q4 		$12.6M Sell
411,916
-29,863
-7% -$1.01M 0.26% 106
2015
Q3 		$14.3M Buy
441,779
+28,126
+7% +$993K 0.29% 81
2015
Q2 		$18.1M Sell
413,653
-9,138
-2% -$407K 0.32% 68
2015
Q1 		$20.4M Buy
422,791
+233,084
+123% +$9.21M 0.36% 60
2014
Q4 		$7.69M Buy
189,707
+39,719
+26% +$1.43M 0.14% 268
2014
Q3 		$5.42M Buy
+149,988
New +$5.93M 0.11% 348

Other funds holding SHLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return

Kennedy Capital Management's SHLM Position: Q1 2018 in Review

Kennedy Capital Management sold out of Schulman (A.) Inc (SHLM) in Q1 2018, closing a stake of 201,304 shares — an estimated $7.5M sold.

Kennedy Capital Management first reported a position in SHLM in Q3 2014 and held it in 11 quarters. The position peaked at $20.4M in Q1 2015. 177 funds tracked by Wall St. Rank hold SHLM as of Q1 2018.

  • Kennedy Capital Management reported no remaining Schulman (A.) Inc position as of Q1 2018 after selling out during the quarter.
  • Kennedy Capital Management sold 201,304 Schulman (A.) Inc shares in Q1 2018, an estimated $7.5M.
  • Kennedy Capital Management first reported a position in Schulman (A.) Inc in Q3 2014 and held it in 11 quarters.
  • Kennedy Capital Management's Schulman (A.) Inc position peaked at $20.4M in Q1 2015.
  • 177 funds tracked by Wall St. Rank held Schulman (A.) Inc as of Q1 2018.

Based on Kennedy Capital Management's 13F filing for Q1 2018, filed 14 May 2018.