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Baker Avenue Asset Management’s Kadant KAI Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-339
Closed -$76.5K – 952
2023
Q3 		$76.5K Hold
339
– – ﹤0.01% 460
2023
Q2 		$75.3K Hold
339
– – ﹤0.01% 465
2023
Q1 		$70.7K Hold
339
– – ﹤0.01% 479
2022
Q4 		$60.2K Buy
+339
New +$60.3K ﹤0.01% 467

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Baker Avenue Asset Management's KAI Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Kadant (KAI) in Q4 2023, closing a stake of 339 shares — an estimated $76.5K sold.

Baker Avenue Asset Management first reported a position in KAI in Q4 2022 and held it in 4 quarters. The position peaked at $76.5K in Q3 2023. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 339 Kadant shares in Q4 2023, an estimated $76.5K.
  • Baker Avenue Asset Management first reported a position in Kadant in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Kadant position peaked at $76.5K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.