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ALPS Advisors’s Kadant KAI Stock Holding History

ALPS Advisors’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
2024
Q3 		– Sell
-1,067
Closed -$313K – 1075
2024
Q2 		$313K Sell
1,067
-13
-1% -$3.71K ﹤0.01% 825
2024
Q1 		$354K Buy
+1,080
New +$326K ﹤0.01% 807
2022
Q1 		– Sell
-1,748
Closed -$403K – 897
2021
Q4 		$403K Buy
1,748
+21
+1% +$4.68K ﹤0.01% 652
2021
Q3 		$352K Buy
+1,727
New +$340K ﹤0.01% 719
2019
Q3 		– Sell
-4,393
Closed -$399K – 910
2019
Q2 		$399K Sell
4,393
-232
-5% -$20.9K ﹤0.01% 647
2019
Q1 		$407K Buy
+4,625
New +$398K ﹤0.01% 664
2018
Q1 		– Sell
-5,224
Closed -$524K – 941
2017
Q4 		$524K Hold
5,224
– – ﹤0.01% 506
2017
Q3 		$515K Buy
+5,224
New +$443K ﹤0.01% 453
2017
Q1 		– Sell
-8,076
Closed -$494K – 788
2016
Q4 		$494K Buy
8,076
+76
+1% +$4.37K ﹤0.01% 412
2016
Q3 		$417K Buy
+8,000
New +$427K ﹤0.01% 506

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ALPS Advisors's KAI Position: Q3 2024 in Review

ALPS Advisors sold out of Kadant (KAI) in Q3 2024, closing a stake of 1,067 shares — an estimated $313K sold.

ALPS Advisors first reported a position in KAI in Q3 2016 and held it in 10 quarters. The position peaked at $524K in Q4 2017. 280 funds tracked by Wall St. Rank hold KAI as of Q3 2024.

  • ALPS Advisors reported no remaining Kadant position as of Q3 2024 after selling out during the quarter.
  • ALPS Advisors sold 1,067 Kadant shares in Q3 2024, an estimated $313K.
  • ALPS Advisors first reported a position in Kadant in Q3 2016 and held it in 10 quarters.
  • ALPS Advisors's Kadant position peaked at $524K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held Kadant as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.