CPA
KAI icon

Capital Performance Advisors’s Kadant KAI Stock Holding History

Capital Performance Advisors’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
-3
Closed -$1.01K – 1450
2024
Q3 		$1.01K Buy
+3
New +$958 ﹤0.01% 1898

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

Capital Performance Advisors's KAI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kadant (KAI) in Q4 2024, closing a stake of 3 shares — an estimated $1.01K sold.

Capital Performance Advisors first reported a position in KAI in Q3 2024 and held it in 1 quarter. The position peaked at $1.01K in Q3 2024. 291 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kadant position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 3 Kadant shares in Q4 2024, an estimated $1.01K.
  • Capital Performance Advisors first reported a position in Kadant in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kadant position peaked at $1.01K in Q3 2024.
  • 291 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.