ClearBridge Investments
KAI icon

ClearBridge Investments’s Kadant KAI Stock Holding History

ClearBridge Investments’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
2021
Q3 		– Sell
-5,069
Closed -$893K – 815
2021
Q2 		$893K Buy
5,069
+102
+2% +$18K ﹤0.01% 722
2021
Q1 		$919K Buy
4,967
+1,047
+27% +$168K ﹤0.01% 695
2020
Q4 		$553K Buy
3,920
+1,293
+49% +$165K ﹤0.01% 714
2020
Q3 		$288K Buy
+2,627
New +$298K ﹤0.01% 748

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments's KAI Position: Q3 2021 in Review

ClearBridge Investments sold out of Kadant (KAI) in Q3 2021, closing a stake of 5,069 shares — an estimated $893K sold.

ClearBridge Investments first reported a position in KAI in Q3 2020 and held it in 4 quarters. The position peaked at $919K in Q1 2021. 168 funds tracked by Wall St. Rank hold KAI as of Q3 2021.

  • ClearBridge Investments reported no remaining Kadant position as of Q3 2021 after selling out during the quarter.
  • ClearBridge Investments sold 5,069 Kadant shares in Q3 2021, an estimated $893K.
  • ClearBridge Investments first reported a position in Kadant in Q3 2020 and held it in 4 quarters.
  • ClearBridge Investments's Kadant position peaked at $919K in Q1 2021.
  • 168 funds tracked by Wall St. Rank held Kadant as of Q3 2021.

Based on ClearBridge Investments's 13F filing for Q3 2021, filed 12 Nov 2021.