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Cary Street Partners Investment Advisory’s Kadant KAI Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-20
Closed -$4.51K – 1257
2023
Q3 		$4.51K Buy
+20
New +$4.33K ﹤0.01% 1518

Other funds holding KAI

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cary Street Partners Investment Advisory's KAI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Kadant (KAI) in Q4 2023, closing a stake of 20 shares — an estimated $4.51K sold.

Cary Street Partners Investment Advisory first reported a position in KAI in Q3 2023 and held it in 1 quarter. The position peaked at $4.51K in Q3 2023. 237 funds tracked by Wall St. Rank hold KAI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Kadant position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 20 Kadant shares in Q4 2023, an estimated $4.51K.
  • Cary Street Partners Investment Advisory first reported a position in Kadant in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Kadant position peaked at $4.51K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Kadant as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.