BTW
KAI icon

Boston Trust Walden’s Kadant KAI Stock Holding History

Boston Trust Walden’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
2020
Q4 		– Sell
-35,816
Closed -$3.93M – 377
2020
Q3 		$3.93M Sell
35,816
-113,762
-76% -$12.9M 0.05% 244
2020
Q2 		$14.9M Buy
149,578
+12,877
+9% +$1.15M 0.2% 162
2020
Q1 		$10.2M Buy
136,701
+4,319
+3% +$409K 0.16% 177
2019
Q4 		$13.9M Buy
132,382
+2,807
+2% +$267K 0.16% 179
2019
Q3 		$11.4M Buy
129,575
+1,034
+0.8% +$88.7K 0.14% 192
2019
Q2 		$11.7M Sell
128,541
-1,789
-1% -$161K 0.15% 178
2019
Q1 		$11.5M Buy
130,330
+2,850
+2% +$245K 0.16% 175
2018
Q4 		$10.4M Sell
127,480
-6,298
-5% -$590K 0.17% 170
2018
Q3 		$14.4M Sell
133,778
-7,156
-5% -$711K 0.2% 142
2018
Q2 		$13.6M Sell
140,934
-3,310
-2% -$318K 0.2% 145
2018
Q1 		$13.6M Buy
144,244
+45,330
+46% +$4.45M 0.21% 138
2017
Q4 		$9.93M Sell
98,914
-1,957
-2% -$199K 0.15% 187
2017
Q3 		$9.94M Buy
100,871
+315
+0.3% +$26.7K 0.15% 183
2017
Q2 		$7.56M Buy
+100,556
New +$7.01M 0.12% 196

Other funds holding KAI

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Trust Walden's KAI Position: Q4 2020 in Review

Boston Trust Walden sold out of Kadant (KAI) in Q4 2020, closing a stake of 35,816 shares — an estimated $3.93M sold.

Boston Trust Walden first reported a position in KAI in Q2 2017 and held it in 14 quarters. The position peaked at $14.9M in Q2 2020. 149 funds tracked by Wall St. Rank hold KAI as of Q4 2020.

  • Boston Trust Walden reported no remaining Kadant position as of Q4 2020 after selling out during the quarter.
  • Boston Trust Walden sold 35,816 Kadant shares in Q4 2020, an estimated $3.93M.
  • Boston Trust Walden first reported a position in Kadant in Q2 2017 and held it in 14 quarters.
  • Boston Trust Walden's Kadant position peaked at $14.9M in Q2 2020.
  • 149 funds tracked by Wall St. Rank held Kadant as of Q4 2020.

Based on Boston Trust Walden's 13F filing for Q4 2020, filed 15 Jan 2021.