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Cornerstone Planning Group’s Kaiser Aluminum KALU Stock Holding History

Cornerstone Planning Group’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
2023
Q3 		– Sell
-28
Closed -$2.01K – 1260
2023
Q2 		$2.01K Buy
+28
New +$1.85K ﹤0.01% 1146
2022
Q4 		$2.65K Buy
+31
New +$2.48K ﹤0.01% 1117

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cornerstone Planning Group's KALU Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Kaiser Aluminum (KALU) in Q3 2023, closing a stake of 28 shares — an estimated $2.01K sold.

Cornerstone Planning Group first reported a position in KALU in Q4 2022 and held it in 2 quarters. The position peaked at $2.65K in Q4 2022. 157 funds tracked by Wall St. Rank hold KALU as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Kaiser Aluminum position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 28 Kaiser Aluminum shares in Q3 2023, an estimated $2.01K.
  • Cornerstone Planning Group first reported a position in Kaiser Aluminum in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Kaiser Aluminum position peaked at $2.65K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.