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Advisory Research’s Kadant KAI Stock Holding History

Advisory Research’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
2022
Q3 		– Sell
-7,659
Closed -$1.4M – 376
2022
Q2 		$1.4M Sell
7,659
-1,341
-15% -$250K 0.14% 116
2022
Q1 		$1.75M Buy
9,000
+1,051
+13% +$215K 0.14% 116
2021
Q4 		$1.83M Sell
7,949
-371
-4% -$82.7K 0.14% 130
2021
Q3 		$1.7M Buy
8,320
+4,717
+131% +$930K 0.11% 145
2021
Q2 		$634K Sell
3,603
-8,132
-69% -$1.43M 0.04% 250
2021
Q1 		$2.17M Buy
11,735
+2,187
+23% +$351K 0.15% 121
2020
Q4 		$1.35M Buy
9,548
+6,595
+223% +$840K 0.1% 162
2020
Q3 		$324K Buy
+2,953
New +$335K 0.03% 269

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's KAI Position: Q3 2022 in Review

Advisory Research sold out of Kadant (KAI) in Q3 2022, closing a stake of 7,659 shares — an estimated $1.4M sold.

Advisory Research first reported a position in KAI in Q3 2020 and held it in 8 quarters. The position peaked at $2.17M in Q1 2021. 181 funds tracked by Wall St. Rank hold KAI as of Q3 2022.

  • Advisory Research reported no remaining Kadant position as of Q3 2022 after selling out during the quarter.
  • Advisory Research sold 7,659 Kadant shares in Q3 2022, an estimated $1.4M.
  • Advisory Research first reported a position in Kadant in Q3 2020 and held it in 8 quarters.
  • Advisory Research's Kadant position peaked at $2.17M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Kadant as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.