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Anchor Capital Advisors’s Kadant KAI Stock Holding History

Anchor Capital 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
2023
Q1 		– Sell
-2,440
Closed -$433K – 275
2022
Q4 		$433K Hold
2,440
– – 0.01% 222
2022
Q3 		$407K Hold
2,440
– – 0.01% 219
2022
Q2 		$445K Hold
2,440
– – 0.01% 227
2022
Q1 		$474K Hold
2,440
– – 0.01% 229
2021
Q4 		$562K Hold
2,440
– – 0.01% 223
2021
Q3 		$498K Sell
2,440
-100
-4% -$19.7K 0.01% 225
2021
Q2 		$447K Hold
2,540
– – 0.01% 231
2021
Q1 		$470K Hold
2,540
– – 0.01% 232
2020
Q4 		$358K Buy
+2,540
New +$323K 0.01% 232

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Anchor Capital Advisors's KAI Position: Q1 2023 in Review

Anchor Capital Advisors sold out of Kadant (KAI) in Q1 2023, closing a stake of 2,440 shares — an estimated $433K sold.

Anchor Capital Advisors first reported a position in KAI in Q4 2020 and held it in 9 quarters. The position peaked at $562K in Q4 2021. 201 funds tracked by Wall St. Rank hold KAI as of Q1 2023.

  • Anchor Capital Advisors reported no remaining Kadant position as of Q1 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 2,440 Kadant shares in Q1 2023, an estimated $433K.
  • Anchor Capital Advisors first reported a position in Kadant in Q4 2020 and held it in 9 quarters.
  • Anchor Capital Advisors's Kadant position peaked at $562K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Kadant as of Q1 2023.

Based on Anchor Capital Advisors's 13F filing for Q1 2023, filed 3 May 2023.