KCM
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Kennedy Capital Management’s South Plains Financial SPFI Stock Holding History

Kennedy Capital Management’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-149,168
Closed -$3.64M – 639
2021
Q3 		$3.64M Sell
149,168
-44,079
-23% -$1.02M 0.08% 403
2021
Q2 		$4.47M Sell
193,247
-2,529
-1% -$58K 0.1% 379
2021
Q1 		$4.45M Sell
195,776
-10,424
-5% -$217K 0.09% 394
2020
Q4 		$3.91M Sell
206,200
-30
-0% -$500 0.09% 401
2020
Q3 		$2.56M Sell
206,230
-3,763
-2% -$51.9K 0.07% 449
2020
Q2 		$2.99M Buy
209,993
+2,101
+1% +$27.4K 0.09% 423
2020
Q1 		$3.22M Sell
207,892
-12,301
-6% -$236K 0.12% 326
2019
Q4 		$4.59M Buy
220,193
+29,173
+15% +$530K 0.11% 356
2019
Q3 		$3.11M Buy
191,020
+8,180
+4% +$137K 0.08% 451
2019
Q2 		$3.02M Buy
+182,840
New +$3.23M 0.07% 471

Other funds holding SPFI

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Kennedy Capital Management's SPFI Position: Q4 2021 in Review

Kennedy Capital Management sold out of South Plains Financial (SPFI) in Q4 2021, closing a stake of 149,168 shares — an estimated $3.64M sold.

Kennedy Capital Management first reported a position in SPFI in Q2 2019 and held it in 10 quarters. The position peaked at $4.59M in Q4 2019. 65 funds tracked by Wall St. Rank hold SPFI as of Q4 2021.

  • Kennedy Capital Management reported no remaining South Plains Financial position as of Q4 2021 after selling out during the quarter.
  • Kennedy Capital Management sold 149,168 South Plains Financial shares in Q4 2021, an estimated $3.64M.
  • Kennedy Capital Management first reported a position in South Plains Financial in Q2 2019 and held it in 10 quarters.
  • Kennedy Capital Management's South Plains Financial position peaked at $4.59M in Q4 2019.
  • 65 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2021.

Based on Kennedy Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.