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Cresset Asset Management’s Kadant KAI Stock Holding History

Cresset Asset Management’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
Q2 		– Sell
-2,336
Closed -$767K – 2143
2024
Q1 		$767K Buy
2,336
+90
+4% +$27.1K ﹤0.01% 1120
2023
Q4 		$630K Sell
2,246
-17
-0.8% -$4.25K ﹤0.01% 1104
2023
Q3 		$510K Buy
2,263
+202
+10% +$43.7K ﹤0.01% 1174
2023
Q2 		$458K Buy
+2,061
New +$413K ﹤0.01% 1328
2022
Q1 		– Sell
-1,341
Closed -$309K – 1070
2021
Q4 		$309K Buy
+1,341
New +$299K ﹤0.01% 873

Other funds holding KAI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Cresset Asset Management's KAI Position: Q2 2024 in Review

Cresset Asset Management sold out of Kadant (KAI) in Q2 2024, closing a stake of 2,336 shares — an estimated $767K sold.

Cresset Asset Management first reported a position in KAI in Q4 2021 and held it in 5 quarters. The position peaked at $767K in Q1 2024. 257 funds tracked by Wall St. Rank hold KAI as of Q2 2024.

  • Cresset Asset Management reported no remaining Kadant position as of Q2 2024 after selling out during the quarter.
  • Cresset Asset Management sold 2,336 Kadant shares in Q2 2024, an estimated $767K.
  • Cresset Asset Management first reported a position in Kadant in Q4 2021 and held it in 5 quarters.
  • Cresset Asset Management's Kadant position peaked at $767K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Kadant as of Q2 2024.

Based on Cresset Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.