AIM
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Assured Investment Management’s Kadant KAI Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-8,281
Closed -$728K – 449
2019
Q1 		$728K Buy
8,281
+1,874
+29% +$161K 0.01% 463
2018
Q4 		$522K Buy
6,407
+3,589
+127% +$336K 0.01% 641
2018
Q3 		$304K Sell
2,818
-3,882
-58% -$386K 0.01% 894
2018
Q2 		$644K Buy
+6,700
New +$644K 0.01% 733

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Assured Investment Management's KAI Position: Q2 2019 in Review

Assured Investment Management sold out of Kadant (KAI) in Q2 2019, closing a stake of 8,281 shares — an estimated $728K sold.

Assured Investment Management first reported a position in KAI in Q2 2018 and held it in 4 quarters. The position peaked at $728K in Q1 2019. 151 funds tracked by Wall St. Rank hold KAI as of Q2 2019.

  • Assured Investment Management reported no remaining Kadant position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 8,281 Kadant shares in Q2 2019, an estimated $728K.
  • Assured Investment Management first reported a position in Kadant in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Kadant position peaked at $728K in Q1 2019.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.