Cary Street Partners Asset Management’s Kadant KAI Stock Holding History

Cary Street Partners Asset 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
2023 Q2	–	Sell	-20	Closed	-$4.17K	–	299
2023 Q1	$4.17K	Hold	20	–	–	﹤0.01%	366
2022 Q4	$3.55K	Hold	20	–	–	﹤0.01%	403
2022 Q3	$3K	Buy	+20	New	+$3.72K	﹤0.01%	381

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Cary Street Partners Asset Management's KAI Position: Q2 2023 in Review

Cary Street Partners Asset Management sold out of Kadant (KAI) in Q2 2023, closing a stake of 20 shares — an estimated $4.17K sold.

Cary Street Partners Asset Management first reported a position in KAI in Q3 2022 and held it in 3 quarters. The position peaked at $4.17K in Q1 2023. 192 funds tracked by Wall St. Rank hold KAI as of Q2 2023.

Cary Street Partners Asset Management reported no remaining Kadant position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Asset Management sold 20 Kadant shares in Q2 2023, an estimated $4.17K.
Cary Street Partners Asset Management first reported a position in Kadant in Q3 2022 and held it in 3 quarters.
Cary Street Partners Asset Management's Kadant position peaked at $4.17K in Q1 2023.
192 funds tracked by Wall St. Rank held Kadant as of Q2 2023.

Based on Cary Street Partners Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.