Sowell Financial Services’s Kandi Technologies Group KNDI Stock Holding History

Sowell Financial Services’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
2023 Q2	–	Sell	-11,100	Closed	-$31K	–	703
2023 Q1	$31K	Buy	+11,100	New	+$28.1K	﹤0.01%	751
2021 Q2	–	Sell	-13,710	Closed	-$71K	–	1702
2021 Q1	$71K	Sell	13,710 -2,791	-17%	-$21.4K	﹤0.01%	1511
2020 Q4	$114K	Buy	16,501 +1,550	+10%	+$12.8K	﹤0.01%	1102
2020 Q3	$93K	Buy	14,951 +1,251	+9%	+$7.99K	﹤0.01%	992
2020 Q2	$58K	Sell	13,700 -3,500	-20%	-$11.5K	﹤0.01%	1126
2020 Q1	$45K	Sell	17,200 -6,500	-27%	-$24.6K	﹤0.01%	1094
2019 Q4	$112K	Hold	23,700	–	–	0.01%	888
2019 Q3	$110K	Buy	+23,700	New	+$122K	0.01%	797
2019 Q1	$133K	Buy	+23,700	New	+$147K	0.01%	548
2018 Q4	–	Sell	-19,500	Closed	-$95K	–	497
2018 Q3	$95K	Buy	+19,500	New	+$82.9K	0.01%	353

Other funds holding KNDI

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's KNDI Position: Q2 2023 in Review

Sowell Financial Services sold out of Kandi Technologies Group (KNDI) in Q2 2023, closing a stake of 11,100 shares — an estimated $31K sold.

Sowell Financial Services first reported a position in KNDI in Q3 2018 and held it in 10 quarters. The position peaked at $133K in Q1 2019. 58 funds tracked by Wall St. Rank hold KNDI as of Q2 2023.

Sowell Financial Services reported no remaining Kandi Technologies Group position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 11,100 Kandi Technologies Group shares in Q2 2023, an estimated $31K.
Sowell Financial Services first reported a position in Kandi Technologies Group in Q3 2018 and held it in 10 quarters.
Sowell Financial Services's Kandi Technologies Group position peaked at $133K in Q1 2019.
58 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.