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Bartlett & Co’s Kaiser Aluminum KALU Stock Holding History

Bartlett & Co’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25
Closed -$2K – 1137
2022
Q3 		$2K Sell
25
-39
-61% -$2.87K ﹤0.01% 1052
2022
Q2 		$5K Buy
+64
New +$5.99K ﹤0.01% 1012

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Bartlett & Co's KALU Position: Q4 2022 in Review

Bartlett & Co sold out of Kaiser Aluminum (KALU) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Bartlett & Co first reported a position in KALU in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 183 funds tracked by Wall St. Rank hold KALU as of Q4 2022.

  • Bartlett & Co reported no remaining Kaiser Aluminum position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co sold 25 Kaiser Aluminum shares in Q4 2022, an estimated $2K.
  • Bartlett & Co first reported a position in Kaiser Aluminum in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co's Kaiser Aluminum position peaked at $5K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.