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Bell Investment Advisors’s Kadant KAI Stock Holding History

Bell Investment 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
2026
Q1 		$878 Hold
3
– – ﹤0.01% 1585
2025
Q4 		$856 Sell
3
-2
-40% -$568 ﹤0.01% 1585
2025
Q3 		$1.49K Hold
5
– – ﹤0.01% 1436
2025
Q2 		$1.59K Buy
5
+2
+67% +$626 ﹤0.01% 1435
2025
Q1 		$1.01K Hold
3
– – ﹤0.01% 1545
2024
Q4 		$1.03K Hold
3
– – ﹤0.01% 1571
2024
Q3 		$1.01K Hold
3
– – ﹤0.01% 1584
2024
Q2 		$882 Hold
3
– – ﹤0.01% 1647
2024
Q1 		$985 Hold
3
– – ﹤0.01% 1608
2023
Q4 		$841 Hold
3
– – ﹤0.01% 1632
2023
Q3 		$677 Hold
3
– – ﹤0.01% 1676
2023
Q2 		$667 Hold
3
– – ﹤0.01% 1706
2023
Q1 		$626 Hold
3
– – ﹤0.01% 1722
2022
Q4 		$533 Buy
+3
New +$534 ﹤0.01% 1791
2021
Q4 		$0 Buy
+2
New +$446 ﹤0.01% 1865

Other funds holding KAI

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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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return