CPG
KAMN

Cornerstone Planning Group’s Kaman Corp KAMN Stock Holding History

Cornerstone Planning Group’s Portfolio KAMN Stock Details KAMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-65
Closed -$1.56K – 1201
2023
Q4 		$1.56K Sell
65
-419
-87% -$8.67K ﹤0.01% 666
2023
Q3 		$9.52K Hold
484
– – ﹤0.01% 433
2023
Q2 		$11.8K Buy
+484
New +$10.9K ﹤0.01% 588
2022
Q4 		$10.9K Buy
+483
New +$11.7K ﹤0.01% 610

Other funds holding KAMN

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's KAMN Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Kaman Corp (KAMN) in Q1 2024, closing a stake of 65 shares — an estimated $1.56K sold.

Cornerstone Planning Group first reported a position in KAMN in Q4 2022 and held it in 4 quarters. The position peaked at $11.8K in Q2 2023. 164 funds tracked by Wall St. Rank hold KAMN as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Kaman Corp position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 65 Kaman Corp shares in Q1 2024, an estimated $1.56K.
  • Cornerstone Planning Group first reported a position in Kaman Corp in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Kaman Corp position peaked at $11.8K in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Kaman Corp as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.