MSU
KNDI

Mizuho Securities USA’s Kandi Technologies Group KNDI Stock Holding History

Mizuho Securities USA’s Portfolio KNDI Stock Details KNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-79,000
Closed -$537K – 176
2017
Q4 		$537K Buy
+79,000
New +$590K 0.03% 127
2016
Q4 		– Sell
-130,600
Closed -$717K – 218
2016
Q3 		$717K Buy
130,600
+25,200
+24% +$164K 0.06% 136
2016
Q2 		$754K Buy
105,400
+39,200
+59% +$277K 0.12% 98
2016
Q1 		$477K Buy
+66,200
New +$514K 0.11% 77
2015
Q4 		– Sell
-72,200
Closed -$379K – 158
2015
Q3 		$379K Buy
72,200
+12,200
+20% +$84.1K 0.1% 83
2015
Q2 		$542K Buy
60,000
+42,000
+233% +$453K 0.06% 119
2015
Q1 		$223K Sell
18,000
-54,900
-75% -$715K 0.03% 207
2014
Q4 		$1.02M Buy
72,900
+46,600
+177% +$641K 0.1% 101
2014
Q3 		$342K Sell
26,300
-52,500
-67% -$890K 0.04% 114
2014
Q2 		$1.11M Buy
+78,800
New +$996K 0.48% 11

Other funds holding KNDI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
ACM
Adalta Capital Management New York $209M AUM 19.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return