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Blue Trust Inc’s Kadant KAI Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-60
Closed -$17.6K – 2719
2024
Q3 		$17.6K Buy
60
+42
+233% +$13.4K ﹤0.01% 1992
2024
Q2 		$5.91K Buy
18
+17
+1,700% +$4.84K ﹤0.01% 2135
2024
Q1 		$328 Sell
1
-32
-97% -$9.65K ﹤0.01% 2038
2023
Q4 		$7K Buy
+33
New +$8.26K ﹤0.01% 1712

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Trust Inc's KAI Position: Q4 2024 in Review

Blue Trust Inc sold out of Kadant (KAI) in Q4 2024, closing a stake of 60 shares — an estimated $17.6K sold.

Blue Trust Inc first reported a position in KAI in Q4 2023 and held it in 4 quarters. The position peaked at $17.6K in Q3 2024. 291 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

  • Blue Trust Inc reported no remaining Kadant position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 60 Kadant shares in Q4 2024, an estimated $17.6K.
  • Blue Trust Inc first reported a position in Kadant in Q4 2023 and held it in 4 quarters.
  • Blue Trust Inc's Kadant position peaked at $17.6K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.