BW Gestao de Investimentos’s Kadant KAI Stock Holding History

BW Gestao de Investimentos’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 Q1	–	Sell	-9,500	Closed	-$1M	–	61
2019 Q4	$1M	Hold	9,500	–	–	0.26%	43
2019 Q3	$834K	Hold	9,500	–	–	0.31%	40
2019 Q2	$863K	Hold	9,500	–	–	0.3%	38
2019 Q1	$836K	Hold	9,500	–	–	0.35%	42
2018 Q4	$774K	Buy	9,500 +63	+0.7%	+$5.9K	0.3%	43
2018 Q3	$1.02M	Hold	9,437	–	–	0.28%	51
2018 Q2	$907K	Hold	9,437	–	–	0.21%	58
2018 Q1	$892K	Buy	9,437 +366	+4%	+$36K	0.11%	51
2017 Q4	$911K	Buy	9,071 +1,878	+26%	+$191K	0.13%	56
2017 Q3	$709K	Hold	7,193	–	–	0.14%	38
2017 Q2	$541K	Sell	7,193 -300	-4%	-$20.9K	0.15%	57
2017 Q1	$445K	Hold	7,493	–	–	0.12%	50
2016 Q4	$459K	Sell	7,493 -917	-11%	-$52.8K	0.38%	37
2016 Q3	$438K	Hold	8,410	–	–	0.31%	38
2016 Q2	$433K	Sell	8,410 -1,110	-12%	-$53.7K	0.49%	30
2016 Q1	$430K	Hold	9,520	–	–	0.26%	53
2015 Q4	$387K	Hold	9,520	–	–	0.36%	55
2015 Q3	$371K	Sell	9,520 -135	-1%	-$5.94K	0.26%	58
2015 Q2	$456K	Sell	9,655 -1,030	-10%	-$51.3K	0.28%	53
2015 Q1	$562K	Sell	10,685 -3,255	-23%	-$144K	0.31%	45
2014 Q4	$595K	Hold	13,940	–	–	0.42%	41
2014 Q3	$544K	Buy	+13,940	New	+$548K	0.24%	59

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BW Gestao de Investimentos's KAI Position: Q1 2020 in Review

BW Gestao de Investimentos sold out of Kadant (KAI) in Q1 2020, closing a stake of 9,500 shares — an estimated $1M sold.

BW Gestao de Investimentos first reported a position in KAI in Q3 2014 and held it in 22 quarters. The position peaked at $1.02M in Q3 2018. 130 funds tracked by Wall St. Rank hold KAI as of Q1 2020.

BW Gestao de Investimentos reported no remaining Kadant position as of Q1 2020 after selling out during the quarter.
BW Gestao de Investimentos sold 9,500 Kadant shares in Q1 2020, an estimated $1M.
BW Gestao de Investimentos first reported a position in Kadant in Q3 2014 and held it in 22 quarters.
BW Gestao de Investimentos's Kadant position peaked at $1.02M in Q3 2018.
130 funds tracked by Wall St. Rank held Kadant as of Q1 2020.

Based on BW Gestao de Investimentos's 13F filing for Q1 2020, filed 12 May 2020.