SMA
KDK

Sage Mountain Advisors’s Kodiak AI KDK Stock Holding History

Sage Mountain Advisors’s Portfolio KDK Stock Details KDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,940
Closed -$225K – 392
2023
Q3 		$225K Hold
21,940
– – 0.03% 226
2023
Q2 		$223K Buy
+21,940
New +$222K 0.03% 231

Other funds holding KDK

HIM
HGC Investment Management Toronto, Ontario, Canada $507M AUM 6.15% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
LA
Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

Sage Mountain Advisors's KDK Position: Q4 2023 in Review

Sage Mountain Advisors sold out of Kodiak AI (KDK) in Q4 2023, closing a stake of 21,940 shares — an estimated $225K sold.

Sage Mountain Advisors first reported a position in KDK in Q2 2023 and held it in 2 quarters. The position peaked at $225K in Q3 2023. 56 funds tracked by Wall St. Rank hold KDK as of Q4 2023.

  • Sage Mountain Advisors reported no remaining Kodiak AI position as of Q4 2023 after selling out during the quarter.
  • Sage Mountain Advisors sold 21,940 Kodiak AI shares in Q4 2023, an estimated $225K.
  • Sage Mountain Advisors first reported a position in Kodiak AI in Q2 2023 and held it in 2 quarters.
  • Sage Mountain Advisors's Kodiak AI position peaked at $225K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Kodiak AI as of Q4 2023.

Based on Sage Mountain Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.