Alpha Windward’s Kadant KAI Stock Holding History

Alpha Windward’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
2020 Q2	–	Sell	-4,800	Closed	-$358K	–	465
2020 Q1	$358K	Sell	4,800 -240	-5%	-$22.7K	0.32%	72
2019 Q4	$531K	Hold	5,040	–	–	0.34%	41
2019 Q3	$442K	Sell	5,040 -240	-5%	-$20.6K	0.3%	125
2019 Q2	$456K	Buy	+5,280	New	+$475K	0.29%	131

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Alpha Windward's KAI Position: Q2 2020 in Review

Alpha Windward sold out of Kadant (KAI) in Q2 2020, closing a stake of 4,800 shares — an estimated $358K sold.

Alpha Windward first reported a position in KAI in Q2 2019 and held it in 4 quarters. The position peaked at $531K in Q4 2019. 133 funds tracked by Wall St. Rank hold KAI as of Q2 2020.

Alpha Windward reported no remaining Kadant position as of Q2 2020 after selling out during the quarter.
Alpha Windward sold 4,800 Kadant shares in Q2 2020, an estimated $358K.
Alpha Windward first reported a position in Kadant in Q2 2019 and held it in 4 quarters.
Alpha Windward's Kadant position peaked at $531K in Q4 2019.
133 funds tracked by Wall St. Rank held Kadant as of Q2 2020.

Based on Alpha Windward's 13F filing for Q2 2020, filed 13 Jul 2020.