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Advisor Group’s Kadant KAI Stock Holding History

Advisor Group’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$294K Sell
2,794
-5
-0.2% -$475 ﹤0.01% 2080
2019
Q3 		$245K Hold
2,799
– – ﹤0.01% 2167
2019
Q2 		$254K Hold
2,799
– – ﹤0.01% 2121
2019
Q1 		$246K Sell
2,799
-40
-1% -$3.44K ﹤0.01% 2110
2018
Q4 		$231K Buy
2,839
+45
+2% +$4.21K ﹤0.01% 1982
2018
Q3 		$301K Buy
2,794
+2,742
+5,273% +$273K ﹤0.01% 1858
2018
Q2 		$5K Hold
52
– – ﹤0.01% 4389
2018
Q1 		$5K Sell
52
-187
-78% -$18.4K ﹤0.01% 4416
2017
Q4 		$24K Sell
239
-164
-41% -$16.6K ﹤0.01% 3594
2017
Q3 		$40K Buy
403
+101
+33% +$8.57K ﹤0.01% 3099
2017
Q2 		$23K Hold
302
– – ﹤0.01% 3414
2017
Q1 		$18K Buy
302
+2
+0.7% +$121 ﹤0.01% 3433
2016
Q4 		$18K Hold
300
– – ﹤0.01% 3275
2016
Q3 		$16K Buy
300
+250
+500% +$13.3K ﹤0.01% 3293
2016
Q2 		$2K Buy
+50
New +$2.42K ﹤0.01% 4096

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Advisor Group's KAI Position: Q4 2019 in Review

Advisor Group reduced its Kadant (KAI) stake by 0.18% in Q4 2019, selling an estimated $475 and leaving 2,794 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Advisor Group first reported a position in KAI in Q2 2016 and has held it in 15 quarters since. The position peaked at $301K in Q3 2018. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

  • Advisor Group held 2,794 shares of Kadant worth $294K as of Q4 2019.
  • Advisor Group sold 5 Kadant shares in Q4 2019, an estimated $475.
  • Kadant made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2080 holding.
  • Advisor Group first reported a position in Kadant in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Kadant position peaked at $301K in Q3 2018.
  • 144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.