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Benjamin F. Edwards & Company’s Kadant KAI Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$80K Buy
274
+190
+226% +$54.2K ﹤0.01% 1189
2024
Q1 		$28K Buy
+84
New +$25.3K ﹤0.01% 1440
2018
Q1 		– Sell
-200
Closed -$20K – 1643
2017
Q4 		$20K Buy
+200
New +$20.3K ﹤0.01% 1029

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Benjamin F. Edwards & Company's KAI Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Kadant (KAI) stake by 226% in Q2 2024, buying an estimated $54.2K and bringing the position to 274 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Benjamin F. Edwards & Company first reported a position in KAI in Q4 2017 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • Benjamin F. Edwards & Company held 274 shares of Kadant worth $80K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 190 Kadant shares in Q2 2024, an estimated $54.2K.
  • Kadant made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1189 holding.
  • Benjamin F. Edwards & Company first reported a position in Kadant in Q4 2017 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.