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O'Shaughnessy Asset Management’s KORU Medical Systems KRMD Stock Holding History

O'Shaughnessy Asset Management’s Portfolio KRMD Stock Details KRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-34,683
Closed -$251K – 2153
2020
Q3 		$251K Sell
34,683
-64
-0.2% -$568 0.01% 637
2020
Q2 		$312K Buy
34,747
+22
+0.1% +$222 0.01% 522
2020
Q1 		$262K Buy
+34,725
New +$234K 0.01% 402

Other funds holding KRMD

HCM
Horton Capital Management Philadelphia, Pennsylvania $44.9M AUM 24.87% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's KRMD Position: Q4 2020 in Review

O'Shaughnessy Asset Management sold out of KORU Medical Systems (KRMD) in Q4 2020, closing a stake of 34,683 shares — an estimated $251K sold.

O'Shaughnessy Asset Management first reported a position in KRMD in Q1 2020 and held it in 3 quarters. The position peaked at $312K in Q2 2020. 75 funds tracked by Wall St. Rank hold KRMD as of Q4 2020.

  • O'Shaughnessy Asset Management reported no remaining KORU Medical Systems position as of Q4 2020 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 34,683 KORU Medical Systems shares in Q4 2020, an estimated $251K.
  • O'Shaughnessy Asset Management first reported a position in KORU Medical Systems in Q1 2020 and held it in 3 quarters.
  • O'Shaughnessy Asset Management's KORU Medical Systems position peaked at $312K in Q2 2020.
  • 75 funds tracked by Wall St. Rank held KORU Medical Systems as of Q4 2020.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.