KCM
USAP

Kennedy Capital Management’s Universal Stainless & Alloy USAP Stock Holding History

Kennedy Capital Management’s Portfolio USAP Stock Details USAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,603
Closed -$448K – 750
2024
Q3 		$448K Buy
11,603
+1,520
+15% +$54.2K 0.01% 641
2024
Q2 		$276K Sell
10,083
-12,676
-56% -$374K 0.01% 664
2024
Q1 		$510K Buy
22,759
+810
+4% +$16.4K 0.01% 657
2023
Q4 		$441K Buy
21,949
+384
+2% +$5.8K 0.01% 639
2023
Q3 		$283K Buy
21,565
+506
+2% +$7.11K 0.01% 636
2023
Q2 		$295K Buy
+21,059
New +$224K 0.01% 637

Other funds holding USAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Kennedy Capital Management's USAP Position: Q4 2024 in Review

Kennedy Capital Management sold out of Universal Stainless & Alloy (USAP) in Q4 2024, closing a stake of 11,603 shares — an estimated $448K sold.

Kennedy Capital Management first reported a position in USAP in Q2 2023 and held it in 6 quarters. The position peaked at $510K in Q1 2024. 132 funds tracked by Wall St. Rank hold USAP as of Q4 2024.

  • Kennedy Capital Management reported no remaining Universal Stainless & Alloy position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 11,603 Universal Stainless & Alloy shares in Q4 2024, an estimated $448K.
  • Kennedy Capital Management first reported a position in Universal Stainless & Alloy in Q2 2023 and held it in 6 quarters.
  • Kennedy Capital Management's Universal Stainless & Alloy position peaked at $510K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Universal Stainless & Alloy as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.