BIA
KAMN

Bell Investment Advisors’s Kaman Corp KAMN Stock Holding History

Bell Investment Advisors’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-49
Closed -$1.19K – 2013
2023
Q2 		$1.19K Hold
49
– – ﹤0.01% 1535
2023
Q1 		$1.12K Hold
49
– – ﹤0.01% 1512
2022
Q4 		$1.09K Buy
+49
New +$1.19K ﹤0.01% 1538
2022
Q3 		– Sell
-34
Closed -$1K – 2014
2022
Q2 		$1K Buy
+34
New +$1.26K ﹤0.01% 1685
2021
Q4 		$1K Hold
34
– – ﹤0.01% 1694
2021
Q3 		$1K Buy
+34
New +$1.4K ﹤0.01% 1647

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's KAMN Position: Q3 2023 in Review

Bell Investment Advisors sold out of Kaman Corp (KAMN) in Q3 2023, closing a stake of 49 shares — an estimated $1.19K sold.

Bell Investment Advisors first reported a position in KAMN in Q3 2021 and held it in 6 quarters. The position peaked at $1.19K in Q2 2023. 140 funds tracked by Wall St. Rank hold KAMN as of Q3 2023.

  • Bell Investment Advisors reported no remaining Kaman Corp position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 49 Kaman Corp shares in Q3 2023, an estimated $1.19K.
  • Bell Investment Advisors first reported a position in Kaman Corp in Q3 2021 and held it in 6 quarters.
  • Bell Investment Advisors's Kaman Corp position peaked at $1.19K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held Kaman Corp as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.