Cerity Partners
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Cerity Partners’s Kaiser Aluminum KALU Stock Holding History

Cerity Partners’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,010
Closed -$218K – 2519
2024
Q3 		$218K Buy
3,010
+292
+11% +$22.5K ﹤0.01% 2265
2024
Q2 		$239K Sell
2,718
-2,369
-47% -$220K ﹤0.01% 1933
2024
Q1 		$455K Buy
+5,087
New +$357K ﹤0.01% 1641
2023
Q2 		– Sell
-85
Closed -$462K – 1813
2023
Q1 		$462K Buy
+85
New +$6.86K ﹤0.01% 1329

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cerity Partners's KALU Position: Q4 2024 in Review

Cerity Partners sold out of Kaiser Aluminum (KALU) in Q4 2024, closing a stake of 3,010 shares — an estimated $218K sold.

Cerity Partners first reported a position in KALU in Q1 2023 and held it in 4 quarters. The position peaked at $462K in Q1 2023. 206 funds tracked by Wall St. Rank hold KALU as of Q4 2024.

  • Cerity Partners reported no remaining Kaiser Aluminum position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 3,010 Kaiser Aluminum shares in Q4 2024, an estimated $218K.
  • Cerity Partners first reported a position in Kaiser Aluminum in Q1 2023 and held it in 4 quarters.
  • Cerity Partners's Kaiser Aluminum position peaked at $462K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.