Claris Advisors’s Kadant KAI Stock Holding History

Claris 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	-1	Closed	-$338	–	622
2024 Q3	$338	Buy	+1	New	+$319	﹤0.01%	787

Other funds holding KAI

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Claris Advisors's KAI Position: Q4 2024 in Review

Claris Advisors sold out of Kadant (KAI) in Q4 2024, closing a stake of 1 share — an estimated $338 sold.

Claris Advisors first reported a position in KAI in Q3 2024 and held it in 1 quarter. The position peaked at $338 in Q3 2024. 291 funds tracked by Wall St. Rank hold KAI as of Q4 2024.

Claris Advisors reported no remaining Kadant position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Kadant share in Q4 2024, an estimated $338.
Claris Advisors first reported a position in Kadant in Q3 2024 and held it in 1 quarter.
Claris Advisors's Kadant position peaked at $338 in Q3 2024.
291 funds tracked by Wall St. Rank held Kadant as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.