CIP
KAI icon

Chartwell Investment Partners’s Kadant KAI Stock Holding History

Chartwell Investment Partners’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
2019
Q2 		– Sell
-25,952
Closed -$2.28M – 425
2019
Q1 		$2.28M Buy
25,952
+305
+1% +$26.3K 0.07% 313
2018
Q4 		$2.09M Sell
25,647
-9,922
-28% -$929K 0.07% 326
2018
Q3 		$3.84M Buy
35,569
+45
+0.1% +$4.47K 0.11% 266
2018
Q2 		$3.42M Sell
35,524
-13,728
-28% -$1.32M 0.1% 268
2018
Q1 		$4.65M Buy
49,252
+9,580
+24% +$941K 0.16% 196
2017
Q4 		$3.98M Buy
+39,672
New +$4.03M 0.14% 237

Other funds holding KAI

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Chartwell Investment Partners's KAI Position: Q2 2019 in Review

Chartwell Investment Partners sold out of Kadant (KAI) in Q2 2019, closing a stake of 25,952 shares — an estimated $2.28M sold.

Chartwell Investment Partners first reported a position in KAI in Q4 2017 and held it in 6 quarters. The position peaked at $4.65M in Q1 2018. 151 funds tracked by Wall St. Rank hold KAI as of Q2 2019.

  • Chartwell Investment Partners reported no remaining Kadant position as of Q2 2019 after selling out during the quarter.
  • Chartwell Investment Partners sold 25,952 Kadant shares in Q2 2019, an estimated $2.28M.
  • Chartwell Investment Partners first reported a position in Kadant in Q4 2017 and held it in 6 quarters.
  • Chartwell Investment Partners's Kadant position peaked at $4.65M in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q2 2019.

Based on Chartwell Investment Partners's 13F filing for Q2 2019, filed 19 Aug 2019.