AG
KAI icon

Aperio Group’s Kadant KAI Stock Holding History

Aperio Group’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
Q4 		$909K Buy
6,450
+21
+0.3% +$2.67K ﹤0.01% 1648
2020
Q3 		$705K Sell
6,429
-134
-2% -$15.2K ﹤0.01% 1621
2020
Q2 		$654K Sell
6,563
-1,540
-19% -$137K ﹤0.01% 1631
2020
Q1 		$605K Sell
8,103
-1,485
-15% -$141K ﹤0.01% 1551
2019
Q4 		$1.01M Sell
9,588
-728
-7% -$69.1K ﹤0.01% 1431
2019
Q3 		$906K Sell
10,316
-529
-5% -$45.4K ﹤0.01% 1448
2019
Q2 		$985K Buy
10,845
+81
+0.8% +$7.28K ﹤0.01% 1410
2019
Q1 		$947K Sell
10,764
-1,921
-15% -$165K ﹤0.01% 1394
2018
Q4 		$1.03M Sell
12,685
-1,105
-8% -$103K 0.01% 1291
2018
Q3 		$1.49M Sell
13,790
-256
-2% -$25.4K 0.01% 1189
2018
Q2 		$1.35M Sell
14,046
-465
-3% -$44.7K 0.01% 1214
2018
Q1 		$1.37M Sell
14,511
-25
-0.2% -$2.46K 0.01% 1156
2017
Q4 		$1.46M Sell
14,536
-677
-4% -$68.7K 0.01% 1123
2017
Q3 		$1.5M Buy
15,213
+34
+0.2% +$2.88K 0.01% 1061
2017
Q2 		$1.14M Sell
15,179
-305
-2% -$21.3K 0.01% 1169
2017
Q1 		$919K Buy
15,484
+54
+0.3% +$3.28K 0.01% 1211
2016
Q4 		$944K Sell
15,430
-315
-2% -$18.1K 0.01% 1158
2016
Q3 		$820K Buy
15,745
+314
+2% +$16.8K 0.01% 1198
2016
Q2 		$795K Sell
15,431
-2,111
-12% -$102K 0.01% 1177
2016
Q1 		$792K Buy
17,542
+7
+0% +$278 0.01% 1150
2015
Q4 		$712K Sell
17,535
-564
-3% -$23.2K 0.01% 1161
2015
Q3 		$706K Buy
18,099
+3,715
+26% +$163K 0.01% 1124
2015
Q2 		$679K Sell
14,384
-1,041
-7% -$51.9K 0.01% 1160
2015
Q1 		$812K Buy
15,425
+5,410
+54% +$239K 0.01% 1025
2014
Q4 		$428K Buy
10,015
+3,830
+62% +$155K 0.01% 1316
2014
Q3 		$242K Buy
+6,185
New +$243K ﹤0.01% 1508

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aperio Group's KAI Position: Q4 2020 in Review

Aperio Group increased its Kadant (KAI) stake by 0.33% in Q4 2020, buying an estimated $2.67K and bringing the position to 6,450 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Aperio Group first reported a position in KAI in Q3 2014 and has held it in 26 quarters since. The position peaked at $1.5M in Q3 2017. 149 funds tracked by Wall St. Rank hold KAI as of Q4 2020.

  • Aperio Group held 6,450 shares of Kadant worth $909K as of Q4 2020.
  • Aperio Group bought 21 Kadant shares in Q4 2020, an estimated $2.67K.
  • Kadant made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1648 holding.
  • Aperio Group first reported a position in Kadant in Q3 2014 and has held it in 26 quarters since.
  • Aperio Group's Kadant position peaked at $1.5M in Q3 2017.
  • 149 funds tracked by Wall St. Rank held Kadant as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.