AF
KAMN

Allworth Financial’s Kaman Corp KAMN Stock Holding History

Allworth Financial’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18
Closed -$354 – 3656
2023
Q3 		$354 Buy
18
+10
+125% +$223 ﹤0.01% 3122
2023
Q2 		$195 Buy
+8
New +$181 ﹤0.01% 3106
2022
Q3 		– Sell
-3
Closed – – 3198
2022
Q2 		$0 Sell
3
-6
-67% -$223 ﹤0.01% 2918
2022
Q1 		$0 Buy
+9
New +$381 ﹤0.01% 2447

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's KAMN Position: Q4 2023 in Review

Allworth Financial sold out of Kaman Corp (KAMN) in Q4 2023, closing a stake of 18 shares — an estimated $354 sold.

Allworth Financial first reported a position in KAMN in Q1 2022 and held it in 4 quarters. The position peaked at $354 in Q3 2023. 155 funds tracked by Wall St. Rank hold KAMN as of Q4 2023.

  • Allworth Financial reported no remaining Kaman Corp position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 18 Kaman Corp shares in Q4 2023, an estimated $354.
  • Allworth Financial first reported a position in Kaman Corp in Q1 2022 and held it in 4 quarters.
  • Allworth Financial's Kaman Corp position peaked at $354 in Q3 2023.
  • 155 funds tracked by Wall St. Rank held Kaman Corp as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.