BBPWM
KAI icon

Blue Bell Private Wealth Management’s Kadant KAI Stock Holding History

Blue Bell Private Wealth 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
2022
Q4 		– Sell
-40
Closed -$7K – 717
2022
Q3 		$7K Hold
40
– – ﹤0.01% 417
2022
Q2 		$7K Hold
40
– – ﹤0.01% 443
2022
Q1 		$8K Hold
40
– – ﹤0.01% 464
2021
Q4 		$9K Buy
+40
New +$8.91K ﹤0.01% 422

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Blue Bell Private Wealth Management's KAI Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Kadant (KAI) in Q4 2022, closing a stake of 40 shares — an estimated $7K sold.

Blue Bell Private Wealth Management first reported a position in KAI in Q4 2021 and held it in 4 quarters. The position peaked at $9K in Q4 2021. 190 funds tracked by Wall St. Rank hold KAI as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Kadant position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Kadant shares in Q4 2022, an estimated $7K.
  • Blue Bell Private Wealth Management first reported a position in Kadant in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Kadant position peaked at $9K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Kadant as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.